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
The Legacy Wealth AcceleratorFounder & Lead CoachJan 25 - PresentIilifeFounder & CEONov 14 - PresentAngelview HoldingsSponsor | Manager | R.E Fund ManagerApr 22 - Present