Account Type**** *****Account Owner******** ******Account Opps/Deals******** ******Closed Won • Oct 24***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
BoltosInvestorMar 24 - PresentMagic IdAdvisory BoardSep 23 - PresentIncardFractional Growth AdvisorNov 22 - Present
Diana Cristina HerreraRetirement Specialist IIView Profile, diana cristina herreraLola RigdonFinancial AnalystView Profile, lola rigdonHunter KonsensSenior Investment AssociateView Profile, hunter konsens