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
Kp Wealth AdvisorsFinancial AdvisorAug 24 - PresentLpl FinancialFinancial AdvisorAug 23 - PresentNorth Star Resource GroupFinancial AdvisorNov 20- Aug 23
Lucas FlowersInvestment Banking AnalystView Profile, lucas flowersJulian LlewellynCFOView Profile, julian llewellynDaniel HaefnerStreamlead S 4 HANA Transformation Finance SAP AuthorizationsView Profile, daniel haefner