Account Type******** *******Account Owner******* ****Account Opps/Deals******* *******Closed Won • Jan 25***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Regency Wealth Advisors LlcOwner, Financial AdvisorJan 16 - PresentJohn HancockFinancial AdvisorJan 96- Jan 16
Angela DundonAccounting ManagerView Profile, Angela DundonArthur NyamandiGlobal Treasury ManagerView Profile, Arthur NyamandiTrevor BiddleBilling AdministratorView Profile, Trevor Biddle