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
F 2 StrategyChief Executive OfficerDec 24 - PresentMoney Management InstituteMember - Board of GovernorsMar 23- Mar 24OrionPresident - Orion Wealth ManagementSep 11- Mar 24
Anna GarciaFounder And Managing PartnerView Profile, Anna GarciaKevin LancasterChief Executive OfficerView Profile, Kevin LancasterMatthew SassoneChief Executive OfficerView Profile, Matthew Sassone