Account Type**** *****Account Owner**** ******Account Opps/Deals****** ***Closed Won • Jan 25***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
World Financial Group WfgIndependent Financial Professional Jul 22 - PresentWorld System BuilderFinancial Educator Independent AgentJul 22 - Present
Kelsey LeongManager US Tax SupportView Profile, Kelsey LeongRyan PratherManager Private Equity AccountsView Profile, Ryan PratherGarrett FrazierPrivate Asset Summer AnalystView Profile, Garrett Frazier