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
Sequoia Financial GroupSr V.P. Wealth Advisor and ShareholderNov 24 - PresentEide Bailly LlpCERTIFIED FINANCIAL PLANNER™, Principal & Wealth AdvisorSep 12- Nov 24
Kenny MitchellSVP FinanceView Profile, kenny mitchellDrew BensonVice President Of FinanceView Profile, drew bensonJohn FitzgeraldChief Financial OfficerView Profile, john fitzgerald