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
Jfc Advisor NetworkPresident, OwnerJul 90 - PresentJfc Financial ServicesPresident, OwnerJul 90 - PresentIds Financial ServicesPersonal Financial PlannerJan 87- Jan 90
Jonathan WardPresidentView Profile, Jonathan WardRonak TrivediCo Founder CEOView Profile, Ronak TrivediPraveen ChandranFounderView Profile, Praveen Chandran