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
College For Financial PlanningAdjunct ProfessorMar 25 - PresentCmc FinancialChief Executive OfficerDec 15 - PresentRfg AdvisoryCertified Financial PlannerDec 15 - Present
Yasyf MohamedaliFounder PartnerView Profile, Yasyf MohamedaliPatricia Patty ArcherChief Executive OfficerView Profile, Patricia Patty ArcherSarah PatelFounder OwnerView Profile, Sarah Patel