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
Rfg AdvisoryExecutive Vice PresidentMay 15 - PresentBlock AdvisorsComplex Manager, AlabamaFeb 00- Sep 08Olde Discount BrokerageFinancial AdvisorSep 95- Mar 98
Kevin LynchManaging PartnerView Profile, kevin lynchMike CookeChairman And Chief Executive OfficerView Profile, mike cookeSam KrutCo Founder CROView Profile, sam krut