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
Redwood Money LLCBusiness OwnerSep 21 - PresentBrightplanVP of Financial PlanningJun 16- Sep 21Biola UniversityResident AssistantAug 10- May 11
Gary HallPresident US Co FounderView Profile, gary hallSandra DavidVice President Registered Principal Retirement Benefits Contact CenterView Profile, sandra davidEric Siu ✓FounderView Profile, eric siu ✓