Account Type***** ******Account Owner*** ***Account Opps/Deals****** ****Closed Won • Feb 25**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Archford Capital StrategiesEstate Planning SpecialistSep 23 - PresentSynergy Wealth SolutionsFinancial Services Representative InternMay 18- Aug 18
Jaime BatesIndependent Business OwnerView Profile, Jaime BatesBrad ShaferFranchise OwnerView Profile, Brad ShaferBeth KirtonRealtorView Profile, Beth Kirton