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
C A Financial GroupFinancial AdvisorMay 11 - PresentFinancial FreedomReverse Mortgage SpecialistMar 06- May 11
Shannon OngInvestor Services AnalystView Profile, Shannon OngRupert RichardsonBusiness BankerView Profile, Rupert RichardsonMarissa AimeDirector Of FinanceView Profile, Marissa Aime