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
Gold Leaf Financial Group IncPresident, Co-Founder, Managing Partner, Sr. Insurance AdvisorJan 21 - PresentDi Brina Family HoldingsPresidentJan 21 - PresentGold Leaf Financial Group Ipc Securities CorporationInvestment AdvisorJan 21 - Present
Joyce DonnellanDivision Vice President EducationView Profile, Joyce DonnellanTowney GodfreySenior Director R D Executive CommunicationsView Profile, Towney GodfreyLinda GuoPartnerView Profile, Linda Guo