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
Beacon Financial PlanningParaplannerAug 24 - PresentWestview Investment AdvisorsParaplannerNov 23- Aug 24Exencial Wealth AdvisorsInvestment Team AnalystAug 21- Nov 23
Jason GatesMemberView Profile, Jason GatesEllen McgowanMemberView Profile, Ellen McgowanDanielle SohnMemberView Profile, Danielle Sohn