Account Type***** ********Account Owner***** ********Account Opps/Deals******* ***Closed Won • Feb 25****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
CompoundPrincipal & Senior Wealth AdvisorJan 24 - PresentEmpowerSenior Financial AdvisorFeb 23- Jan 24Personal CapitalSenior Financial AdvisorJan 16- Feb 23
Frederic SeersConseiller CommercialisationView Profile, Frederic SeersSean WilburnBank Examiner IIView Profile, Sean WilburnTimothy MurphyMortgage Equity SpecialistView Profile, Timothy Murphy