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
Wealth Development Strategies LlcExecutive Assistant/ AnalystJul 21 - PresentEdward JonesFinancial Advisor InternJun 17- Aug 17MassmutualMarketing InternSep 16- May 17
Toby MasonChartered SurveyorView Profile, toby masonHayden DunnIndependent ContractorView Profile, hayden dunnJulie JonesInterior DesignerView Profile, julie jones