Account Type****** ****Account Owner**** ********Account Opps/Deals****** ******Closed Won • Jan 25**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Red Flag AlertManaging Director/ Co FounderJan 13 - PresentGrowth FlagFounding PartnerJan 23 - PresentCredit GuruFounderJun 20 - Present
Mark EberleSenior Vice President Wealth AdvisorView Profile, Mark EberleRon CarpenterCo Founder And Executive Vice PresidentView Profile, Ron CarpenterJosh MillerArea Vice PresidentView Profile, Josh Miller