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
Southern Wealth BuildersFounding AdvisorApr 23 - PresentRfg AdvisoryFinancial Planning AssociateFeb 21- Apr 23CompanyInvestment Operations SpecialistSep 17- Aug 18
Adam HeftiSenior Analyst Strategy ConsultingView Profile, adam heftiJessica WilliamsSenior AdvisorView Profile, jessica williamsJimmy DuggerSenior Manager Business TransformationView Profile, jimmy dugger