Account Type****** ****Account Owner******** *****Account Opps/Deals**** ****Closed Won • Mar 25**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Global Wealth AdvisorsPresidentApr 08 - PresentLincoln Financial NetworkFinancial AdvisorApr 01- Apr 08American Express Financial AdvisorsFinancial AdvisorApr 00- Apr 01
Bugra AltuntasFounderView Profile, Bugra AltuntasAnine BingFounderView Profile, Anine BingErika BocknekFounderView Profile, Erika Bocknek