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
Hargrove Firm LlpAdvanced Estate Planning AttorneySep 24 - PresentAltfest Personal Wealth ManagementSenior Financial Planning & Estate SpecialistOct 22- Aug 24Commonwealth Financial NetworkAdvanced Planning ConsultantMay 19- Sep 22
Pat LoweryLegal Secretary RETIREDView Profile, pat loweryDanielle BettridgeContracts AnalystView Profile, danielle bettridgeDean ClarkeCompany SecretaryView Profile, dean clarke