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
Commonwealth Financial GroupFinancial PlannerAug 10 - PresentBaystate FinancialFinancial RepresentativeDec 04- Sep 10Commonwealth Financial GroupFinancial AdvisorOct 03- Nov 04
Emilie BermudezFP A ManagerView Profile, Emilie BermudezNemanja PetkoskiFinance Team Lead Order To CashView Profile, Nemanja PetkoskiJeremy HartleWealth ManagerView Profile, Jeremy Hartle