Account Type*** ******Account Owner****** *******Account Opps/Deals***** ****Closed Won • Nov 24**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
Edward GuersAssociateView Profile, edward guersJose ChicaReal State Accounting ManagerView Profile, jose chicaJosie JohnsonControllerView Profile, josie johnson