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
Wildes Financial StrategiesCERTIFIED FINANCIAL PLANNER™Nov 12 - PresentEdward JonesFinancial AdvisorJan 99- Nov 12
Josh WrightPrivate Equity Finance ManagerView Profile, josh wrightAngela FisherkellerLevel II Accounts Receivable CoordinatorView Profile, angela fisherkellerJared MilhoanFinancial Advisor L Relationship ManagerView Profile, jared milhoan