Account Type***** *****Account Owner******* ********Account Opps/Deals******** ****Closed Won • Nov 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
Felipe DelgadoCo Founder President And CFOView Profile, felipe delgadoAshley MoormanHead Of Group Finance StrategyView Profile, ashley moormanPaul WillsonChief Financial OfficerView Profile, paul willson