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
Aligned Capital Partners IncInvestment AdvisorAug 21 - PresentIvory Planning GroupInvestment Associate - Chartered Investment Manager (CIM®)Jul 21 - PresentEdward JonesFinancial AdvisorNov 19- Jun 21
Craig JohnsenSenior Investment AnalystView Profile, craig johnsenBrittany LuhmanStaff AccountantView Profile, brittany luhmanPrabhu SrinivasanInvestorView Profile, prabhu srinivasan