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
Ig Wealth ManagementFinancial Security Advisor, Mutual Funds RepresentativeNov 20 - PresentFreedom 55 FinancialFinancial Security AdvisorNov 15- Aug 17Carve Creative StrategyAccount DirectorSep 12- Nov 15
Anders MorenGroup CFOView Profile, Anders MorenCynthia SandovalFinancial ProfessionalView Profile, Cynthia SandovalHillary BlockAccounting ManagerView Profile, Hillary Block