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
Pure Financial Advisors LlcChief Financial Officer & Managing PartnerAug 21 - PresentCarson GroupManaging Director, Mergers & AcquisitionsApr 18- Aug 21Focus Financial PartnersSenior Associate - M&AJan 13- Mar 18
Steven L FischerEVP Financial Planning AnalysisView Profile, Steven L FischerAustin BonnGeneral Manager Banking Insurance GroupView Profile, Austin BonnMendy FischerVice President Real Estate And FinanceView Profile, Mendy Fischer