Account Type******** ******Account Owner******* *****Account Opps/Deals*** *******Closed Won • Nov 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Edward JonesFinancial AdvisorNov 23 - PresentSs C TechnologiesSenior National Investment ConsultantAug 21- Aug 23Wealth StrategiesRegistered RepresentativeJan 21- Aug 21
David CummingsAnalyst FP AView Profile, david cummingsEmma RichardInvestment AssociateView Profile, emma richardCurtis FongFinance AssociateView Profile, curtis fong