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
Sequoia Financial GroupSr V.P. Wealth Advisor and ShareholderNov 24 - PresentEide Bailly LlpCERTIFIED FINANCIAL PLANNER™, Principal & Wealth AdvisorSep 12- Nov 24
Terri CoppersmithVP FinanceView Profile, terri coppersmithAlejandra SeagleAccountant President OwnerView Profile, alejandra seagleBob BurnsChief Financial OfficerView Profile, bob burns