Account Type**** ****Account Owner**** ********Account Opps/Deals****** ***Closed Won • Dec 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Legacy AdvisorsDirector of Finance & Chief Compliance OfficerFeb 20 - PresentWescott Financial Advisory Group LlcDirector of Finance & Chief Compliance OfficerJun 10- Jan 18
Julie HoweFinancial Advisor SVPView Profile, julie howeJim MackeyChief Financial OfficerView Profile, jim mackeyBill ScharninghausenContract CFOView Profile, bill scharninghausen