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
Wealth Advisors Group LlcManaging Partner & Certified Financial PlannerMar 07 - PresentUnited Wealth Advisors Group LlcChief Financial OfficerAug 13 - PresentAmeritasFinancial AdvisorAug 86 - Present
Paula MoyseystevDirector Regulatory Reporting GovernanceView Profile, Paula MoyseystevGarrett LongFinance Strategy LeadView Profile, Garrett LongJessica MackayInvestment Banking AnalystView Profile, Jessica Mackay