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
Financial Planning NavigatorsPresidentNov 24 - PresentBleakley Financial GroupFinancial Consultant Jun 22- Nov 24Hetland FinancialConsulting PartnerDec 16- Jun 22
Anthony VillasusoVice PresidentView Profile, Anthony VillasusoPiers MooreDirector FounderView Profile, Piers MooreNatalie DavisonDirector Of Health WellnessView Profile, Natalie Davison