Account Type*** ****Account Owner***** ***Account Opps/Deals***** ********Closed Won • Feb 25**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Vestia Personal Wealth AdvisorsCo-Founding Partner & Chief Executive OfficerJan 18 - PresentLarson FinancialFinancial AdvisorMay 10- Dec 17
Douglas LairdBoard MemberView Profile, Douglas LairdHeidi ZakCo Founder CEOView Profile, Heidi ZakQuentin LesvigneManagerView Profile, Quentin Lesvigne