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
Vestia Personal Wealth AdvisorsFinancial AdvisorOct 20 - PresentLarson FinancialFinancial PlannerOct 12- Sep 20Renaissance FinancialRegistered RepresentativeJan 05- Jun 12
Dayana Vega De Las SalasFinancial Planning And Analysis SpecialistView Profile, dayana vega de las salasSebastine FosterControllerView Profile, sebastine fosterTracy VoshallAssistant ControllerView Profile, tracy voshall