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
Financial Planning NavigatorsPresidentNov 24 - PresentBleakley Financial GroupFinancial Consultant Jun 22- Nov 24Hetland FinancialConsulting PartnerDec 16- Jun 22
Ryan HodgesShareholderView Profile, ryan hodgesScott EdmondsFounding Team Chief Revenue OfficerView Profile, scott edmondsRoy KaronPresidentView Profile, roy karon