Account Type**** ******Account Owner******** ***Account Opps/Deals***** *******Closed Won • Jan 25****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
Lauren LibermanSenior Consultant StrategyView Profile, Lauren LibermanRebecca DavidsonSenior StrategistView Profile, Rebecca DavidsonCara Ann DavisSenior Manager Web Production And StrategyView Profile, Cara Ann Davis