Account Type*** ********Account Owner****** *******Account Opps/Deals******** *******Closed Won • Aug 24**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Marshall Financial GroupManaging Partner, Senior Financial AdvisorSep 05 - PresentMetlifeFinancial AdvisorMay 00- Oct 05
Kimberly KaercherExecutive Mortgage BankerView Profile, kimberly kaercherJeannie RutherfordSVP Finance DirectorView Profile, jeannie rutherfordMatthew CoxChief Financial OfficerView Profile, matthew cox