Account Type****** ***Account Owner*** ********Account Opps/Deals***** ****Closed Won • Jan 25****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Principal Financial Network Of The CarolinasSenior Financial Representative | Principal Securities Registered Representative | Financial PlannerSep 21 - PresentLegacy Strategic PlanningFounding PartnerJul 24 - PresentCoach Tate National Educational Athletics Association CorporationBoard MemberMar 20- Aug 22
Melissa WoolfordFounder And DirectorView Profile, Melissa WoolfordMatija KovacCofounder Head Of DevelopmentView Profile, Matija KovacStephen EdwardsChief Customer OfficerView Profile, Stephen Edwards