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
King Tide AdvisorsPresidentMay 22 - PresentAafmaa Wealth Management Trust LlcVice President Of Business DevelopmentJan 15- Apr 22Us NavyLieutenantJun 03- Nov 12
Megan FinnFounderView Profile, Megan FinnRon GerberCEO FounderView Profile, Ron GerberJohn MoranCEO FounderView Profile, John Moran