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
EmpowerSenior Director, Advisory & PlanningFeb 23 - PresentPersonal CapitalDirector, Advisory ServiceMar 14- Feb 23Legacy Wealth Partners LlcFinancial Consultant with Legacy Wealth Partners, LLCMay 12- Mar 14
Michael PrimaveraAssociate DirectorView Profile, Michael PrimaveraLindsey FisherDirectorView Profile, Lindsey FisherDan HewettOperations DirectorView Profile, Dan Hewett