Account Type***** *******Account Owner***** ***Account Opps/Deals**** ***Closed Won • Nov 24***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Kp Wealth AdvisorsFinancial AdvisorAug 24 - PresentLpl FinancialFinancial AdvisorAug 23 - PresentNorth Star Resource GroupFinancial AdvisorNov 20- Aug 23
Jean Jacques CaronFinance DirectorView Profile, jean-jacques caronJulia UnderwoodWorkday Financials ConsultantView Profile, julia underwoodYanan BledsoeCertified Public AccountantView Profile, yanan bledsoe