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
Equity 401 K ConsultantsOwnerJan 23 - PresentCetera Advisor Networks LlcInvestment Consultant and Financial Planner Jun 21 - PresentVoya FinancialInvestment Consultant at Voya Financial Advisors Aug 19- Jun 21
Sam OrchardDelivery ManagerView Profile, Sam OrchardStefanie AbendProject ManagerView Profile, Stefanie AbendCici ZhangBusiness Services ManagerView Profile, Cici Zhang