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
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
Ryan T CollierDirector Of Audit ServicesView Profile, Ryan T CollierAshley Green DewildeVice President Risk AdvisorView Profile, Ashley Green DewildeTroy WellsChief Financial OfficerView Profile, Troy Wells