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
Mint Hill Wealth ManagementPartner and Financial AdvisorFeb 22 - PresentLarson FinancialFinancial AdvisorOct 10- Feb 22Southwestern AdvantageDirect Sales and Student ManagerJan 05- Jan 08
Michael DarbySenior Accountant Commodity TradingView Profile, michael darbyJane TuckleyFinancial Services And MarketsView Profile, jane tuckleyDean TurnerFinancial Advisor CFPView Profile, dean turner