Account Type****** ***Account Owner**** *******Account Opps/Deals*** *****Closed Won • Mar 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