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
University Of California Irvine Division Of Continuing EducationInstructorJan 18 - PresentCreative PlanningPartner & Private Wealth Manager, MBA, CFP®Jan 17 - Present
Kyle RodriguezGMP SpecialistView Profile, Kyle RodriguezMegan FoxJunior Producer EditorView Profile, Megan FoxStacy SpielmanOwnerView Profile, Stacy Spielman