Account Type******** ********Account Owner***** ********Account Opps/Deals******** *****Closed Won • Oct 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
Steve BaroniPartner Accounting And CFO Advisory And Software Consulting GroupsView Profile, steve baroniJennifer DicanioLead Underwriter Accident HealthView Profile, jennifer dicanioShang LiuEquity StructurerView Profile, shang liu