Account Type******** ********Account Owner****** ***Account Opps/Deals**** ***Closed Won • Nov 24****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
AdvarraSenior Financial AnalystJun 21 - PresentProvidence CollegeStudent Worker - IT Help DeskAug 18- Mar 22HylandMarketing InternJun 19- Sep 19
Mike RouineSenior Account Executive Financial Services BankingView Profile, mike rouineGlen Yee Cfp FcsiSenior Wealth AdvisorView Profile, glen yee cfp fcsiChristopher SSenior Investment StrategistView Profile, christopher s.