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
Barrett Financial Group LlcMortgage Loan Officer - NMLS #2694844Mar 25 - PresentReady ReviewsVice President of SalesAug 24- Mar 25Provisions GroupSr. Client Account ManagerJan 20- Dec 23
Erin HawkWealth Investment OfficerView Profile, Erin HawkSuzanne SiniscalchiMember Financial SpecialistView Profile, Suzanne SiniscalchiDanielle KirbyFinance AssociateView Profile, Danielle Kirby