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
Mt Financial PlanningFounder, Financial PlannerMay 20 - PresentEdward JonesFinancial AdvisorDec 14- May 20UbsFinancial AdvisorJul 09- Dec 14
Sean RoseDirector Of FP AView Profile, Sean RoseCarolina Andrea Arango BerrocalDirector Of Finance And AdministrationView Profile, Carolina Andrea Arango BerrocalCarrie Gurowitz GerentineCFOView Profile, Carrie Gurowitz Gerentine