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
Donald GoldsteinChairma Department Of Religion And Philosophy Osher Program Duke UniversityView Profile, donald goldsteinPriya RamachandranLeadView Profile, priya ramachandranArtur ZmijewskiSenior Business ConsultantView Profile, artur żmijewski