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
College For Financial PlanningAdjunct ProfessorMar 25 - PresentCmc FinancialChief Executive OfficerDec 15 - PresentRfg AdvisoryCertified Financial PlannerDec 15 - Present
Shawn LehockyChief Executive OfficerView Profile, Shawn LehockyShawn CantorChief Executive Officer Board MemberView Profile, Shawn CantorAmit DeshwarCo FounderView Profile, Amit Deshwar