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
Kane Financial Planning LlcPrincipalJun 16 - PresentConnecticut Wealth Management LlcDirectorOct 10- Oct 15Lpl FinancialRegistered RepresentativeJun 07- Oct 13
Heather M SmithSenior Property ManagerView Profile, Heather M SmithScott FargoLead Strategic Procurement AdvisorView Profile, Scott FargoPeter TaylorPrincipalView Profile, Peter Taylor