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
Foundation SourceSenior Managing DirectorJan 17 - PresentWells Fargo AdvisorsFinancial AdvisorJan 09- Dec 11Principal Financial GroupFinancial AdvisorFeb 07- Dec 08
David LChief Operating OfficerView Profile, David LJeff MccandlessDivision PresidentView Profile, Jeff MccandlessAvi CohenMember Board Of DirectorsView Profile, Avi Cohen