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
L Lovie Wealth ManagementFinancial Advisor, Investment Advisor Representative, Financial PlannerJan 10 - PresentReno Sparks Chamber Of CommerceMemberJan 13 - PresentBrokers InternationalInvestment Advisor RepJan 10 - Present
Jd KesslerBrokerView Profile, Jd KesslerTyler MichelBusiness Analyst IIView Profile, Tyler MichelTeresa MoschInvestor Reporting AnalystView Profile, Teresa Mosch