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
Green Future Wealth ManagementSenior Vice President, Wealth AdvisorJun 22 - PresentProvo Wealth Management GroupFinancial Advisor | Director, Sustainable InvestingJun 19- Jun 22Pin Wealth LlcFinancial AdvisorJan 17- Jun 19
Stacy DavisVP Assistant ControllerView Profile, Stacy DavisJoe MyersExecutive Vice President Global BankingView Profile, Joe MyersDaphne SmitChief Financial Officer CFO Chief Operations Officer COOView Profile, Daphne Smit