Account Type******* *******Account Owner**** *****Account Opps/Deals***** *******Closed Won • Aug 24**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Mt Financial PlanningFounder, Financial PlannerMay 20 - PresentEdward JonesFinancial AdvisorDec 14- May 20UbsFinancial AdvisorJul 09- Dec 14
Ron ThompsonCommercial Loan BrokerView Profile, ron thompsonAdrian DaviesAdrian Davies Experience Financial Planning Partner PracticeView Profile, adrian daviesLior PeledFinance Head HunterView Profile, lior peled