Account Type***** ****Account Owner****** ******Account Opps/Deals******* *******Closed Won • Dec 24**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Altfest Personal Wealth ManagementManaging Advisor, Head of Client Advisor DevelopmentMar 17 - PresentPwcRisk Consulting AssociateAug 15- Feb 17University Of ArizonaLab AssistantJun 12- May 14
Lauren BoyleDirector ProgramsView Profile, lauren boyleKelly SpragueExecutive Assistant To The ChairmanView Profile, kelly spragueRoss SummersFounder CEOView Profile, ross summers