Account Type**** *******Account Owner******* ****Account Opps/Deals******* ***Closed Won • Mar 25**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Dpl Financial PartnersRIA ConsultantAug 24 - PresentHighland Capital BrokerageAdvisor ConsultantJun 23- Aug 24Rasmussen ConsultingPandemic Dad / Self EmployedDec 20- May 23