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
MHP BrokerageSenior Investment AdvisorOct 24 - PresentRoaming HungerSenior Account ManagerMay 16- Oct 24
Patrick MatlickSenior Financial Planning Product And Research ConsultantView Profile, patrick matlickJoshua SwanskiSenior Financial AnalystView Profile, joshua swanskiStephanie BeaulieuTax SeniorView Profile, stephanie beaulieu