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
BrightplanFinancial PlannerJun 21 - PresentWinslow Evans Crocker IncFirst Vice President, Winslow Financial Planning GroupJan 14- Mar 19Northern MortgageMortgage ConsultantJan 03- Jan 06
Stephanie MountDirector Investment BankingView Profile, Stephanie MountJenn SmithFinancial Wellbeing ConsultantView Profile, Jenn SmithLena AlkhaliliSenior Associate Direct InvestmentsView Profile, Lena Alkhalili