Account Type****** ********Account Owner****** *****Account Opps/Deals*** *****Closed Won • Aug 24***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Cornerstone Financial Partners Associates LlcManaging PartnerMar 21 - PresentIntegrated Financial ConceptsFinancial RepresentativeMar 13- Mar 20New England FinancialFinancial RepresentativeJan 03- Mar 13
James ChowManagerView Profile, james chowNicholas SmithCommanderView Profile, nicholas smithAlison KillianAssociate ManagerView Profile, alison killian