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
Scs FinancialManaging DirectorNov 11 - PresentBallentine Partners LlcCERTIFIED FINANCIAL PLANNER™ ProfessionalJun 06- Nov 11
Linda ParsonsDirectorView Profile, Linda ParsonsSarah AckersDirectorView Profile, Sarah AckersJoel CohenManaging PartnerView Profile, Joel Cohen