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
Hoffman Financial Group Alpharetta GaInvestment Advisor RepresentativeOct 20 - PresentSource Support ServicesLead GenerationJun 20- Aug 20
Dawn DarnellFinancial Operations ManagerView Profile, Dawn DarnellIrina ParvuCorporate Credit AnalystView Profile, Irina ParvuJeff LamFinance ManagerView Profile, Jeff Lam