Account Type*** ***Account Owner******* *******Account Opps/Deals******** ****Closed Won • Oct 24****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Vestia Personal Wealth AdvisorsFinancial AdvisorJan 18 - PresentLarson FinancialFinancial PlannerApr 12- Dec 17Edward JonesInternJan 12- Apr 12
Kevin HanAccountantView Profile, kevin hanZack AmatoSenior Quantitative Equities AnalystView Profile, zack amatoAlex SmithFinancial AdvisorView Profile, alex smith