Account Type******* *****Account Owner*** ******Account Opps/Deals******* *****Closed Won • Feb 25***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Stewardship Advisory Group LlcFinancial Advisor and Case Planning & Tax SpecialistSep 22 - PresentThe Lifewealth GroupLead ParaplannerJan 21- Sep 22Thrive Financial ServicesAssociate Financial AdvisorJan 20- Dec 20
Rob TobinFinancial Controller InsuranceView Profile, Rob TobinGeorge MessropianIndirect Tax ManagerView Profile, George MessropianBarry CapootCFOView Profile, Barry Capoot