Account Type**** ***Account Owner*** ****Account Opps/Deals***** ********Closed Won • Dec 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
Lila FrenkelPartner CFOView Profile, lila frenkelPatrick PinneySr AccountantView Profile, patrick pinneyNick ChildsPortfolio ManagerView Profile, nick childs