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
Thimbleberry FinancialParaplannerJan 25 - PresentBam Advisory GroupDirector of Advisory ServicesAug 21- Oct 24New Direction Trust CompanyReal Estate Transaction SpecialistDec 17- Feb 21
Brodie FairgrieveFinancial ControllerView Profile, Brodie FairgrieveVonfred AlinoAssociateView Profile, Vonfred AlinoSigourney CowartSenior Subscription Monetization SpecialistView Profile, Sigourney Cowart