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
Creative PlanningFinancial PlannerApr 22 - PresentPrincipal Financial GroupBroker Dealer TraderNov 17- Apr 22AmeritasAdministrative AssistantSep 14- Nov 17
Yoni BadashCPAView Profile, Yoni BadashMark BuchenInvestmentsView Profile, Mark BuchenJetta DorseyAsset ManagerView Profile, Jetta Dorsey