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
Currently Seeking New RoleFinancial Planner, Investment Analyst, Portfolio Analyst, ParaplannerFeb 24 - PresentEySenior Financial PlannerJan 11- Oct 23
Trudy HawkinsControllerView Profile, Trudy HawkinsIvan MantellSVP Director Finance And OperationsView Profile, Ivan MantellTraci TowneControllerView Profile, Traci Towne