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
The Pinnacle GroupDirector of Retirement SolutionsDec 19 - PresentWillingdon Wealth Management Has Merged W Exencial Wealth Advisors June 2020Business Developement OfficerJun 18- Feb 19Fisher InvestmentsRegional Vice PresidentFeb 14- Jan 16
Mat BarkHead Of Channel EnablementView Profile, mat barkGuillem Bautista PricingDistrict Manager And Client Base For Digital SalesView Profile, guillem bautista pricingJenni ChowSenior Sales ManagerView Profile, jenni chow