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
Volare Wealth AdvisorsFinancial AdvisorJul 22 - PresentRfg AdvisoryFinancial AdvisorMar 19 - PresentMassmutualFinancial AdvisorJan 85- May 13
Laken CromerUnderwriterView Profile, laken cromerKyle RitterInvestorView Profile, kyle ritterJohn ThomasWealth AdvisorView Profile, john thomas