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
Burton Enright WelchLead Advisor, PrincipalJan 19 - PresentAltfest Personal Wealth ManagementAssistant Director of Financial PlanningJun 13- Dec 18Merrill LynchEquity Research AnalystJul 11- May 13
Jonathan EhrenfeldOfficial MemberView Profile, Jonathan EhrenfeldJessica BlairExecutive AssistantView Profile, Jessica BlairJack VaughanSenior Video ProducerView Profile, Jack Vaughan