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
Aca GroupSenior DirectorMay 22 - PresentAca ForesideRelationship ManagerJan 19- May 22Charles SchwabVP - Financial ConsultantJan 18- Jan 19
Hannah McdonaldPrincipal Strategic PlanningView Profile, hannah mcdonaldRony ArzoumanianHead Of M AView Profile, rony arzoumanianJustin MedlockRisk AdvisorView Profile, justin medlock