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
Kp Wealth AdvisorsFinancial AdvisorAug 24 - PresentLpl FinancialFinancial AdvisorAug 23 - PresentNorth Star Resource GroupFinancial AdvisorNov 20- Aug 23
Robert MilelliSenior Finance Manager US Treasury FinanceView Profile, Robert MilelliSara GomesSenior Manager Global FinanceView Profile, Sara GomesJulia NationsAccounting ManagerView Profile, Julia Nations