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
Mint Hill Wealth ManagementPartner and Financial AdvisorFeb 22 - PresentLarson FinancialFinancial AdvisorOct 10- Feb 22Southwestern AdvantageDirect Sales and Student ManagerJan 05- Jan 08
Manuel GarciaControllerView Profile, Manuel GarciaJohnny FanAccount Executive State Local GovernmentView Profile, Johnny FanPaula VonasekFinanceView Profile, Paula Vonasek