Account Type***** *******Account Owner*** *******Account Opps/Deals***** *****Closed Won • Jan 25***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
The Financial Planning Institute SaHOD: Certification and StandardsOct 20 - PresentUniversity Of The Free StateExaminerJan 16- Oct 20Psg WealthOffice Manager and Financial AdvisorJan 07- Oct 20
Richard FrancisBusiness Development ManagerView Profile, Richard FrancisAlexis LocheadManager PEO ASO Account ExecutivesView Profile, Alexis LocheadYvette UrlichBoard LiaisonView Profile, Yvette Urlich