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
Capital Investment AdvisorsManaging Partner & Senior Investment AdvisorJan 09 - PresentThe CircleWriterApr 23 - PresentThe Futureproof AdvisorHostJan 20 - Present
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