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
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
Matthew HendleyFounder And Managing DirectorView Profile, Matthew HendleyAmy WaterstonChief Operating OfficerView Profile, Amy WaterstonJake HurwitzFounderView Profile, Jake Hurwitz