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
Kp Wealth AdvisorsFinancial AdvisorAug 24 - PresentLpl FinancialFinancial AdvisorAug 23 - PresentNorth Star Resource GroupFinancial AdvisorApr 21- Aug 23
David KnottFinance ManagerView Profile, david knottDrew BeardsleeRevenue ManagerView Profile, drew beardsleeTiffany MingoDirector Of Corporate FinanceView Profile, tiffany mingo