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
Southern Wealth BuildersFounding AdvisorApr 23 - PresentRfg AdvisoryFinancial Planning AssociateFeb 21- Apr 23CompanyInvestment Operations SpecialistSep 17- Aug 18
Jonathan BaineeSenior Manager External Growth Strategic Partnerships Mobilize Beyond AutomotiveView Profile, Jonathan BaineeGeorgia LeathartAgency Strategy LeadView Profile, Georgia LeathartAdele HSr Analyst Strategy And GovernanceView Profile, Adele H