Account Type****** ****Account Owner**** ****Account Opps/Deals*** ********Closed Won • Oct 24****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Wealth Advisor Growth NetworkPartner and Co-FounderSep 19 - PresentAik 2 Insurance ServicesCEOMay 21 - PresentCompass Cfo Solutions LlcBoard MemberAug 19- Apr 21
Jonathan LumChief Operating OfficerView Profile, jonathan lumThom ArmstrongVice President EnterpriseView Profile, thom armstrongDean BubelloFounding PartnerView Profile, dean bubello