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
Vestia Personal Wealth AdvisorsFinancial AdvisorJan 18 - PresentLarson FinancialFinancial PlannerApr 12- Dec 17Edward JonesInternJan 12- Apr 12
Scott ClarkActing CFOView Profile, Scott ClarkErica MackeyRevenue Cycle AnalystView Profile, Erica MackeyNikko HellsternInvestment Banking AssociateView Profile, Nikko Hellstern