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
Craufurd Hale GroupFinancial PlannerMay 23 - PresentChester RoseIndependent Financial AdvisorJan 22- May 23Lathe Co Wealth AdvisersFinancial Adviser Jan 19- Oct 21
Denise WedanAccounts Receivable ClerkView Profile, Denise WedanMatthew Rhodes MaquaireFP A ManagerView Profile, Matthew Rhodes MaquaireLilly LiuCFOView Profile, Lilly Liu