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
Craig BondySenior AdvisorView Profile, craig bondyCharles RobertsonSenior Digital StrategistView Profile, charles robertsonBrook RosiniTransformation And Enablement Lead Obama Foundation Chief Of Staff Obama Presidential CenterView Profile, brook rosini