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
Sams Car WashPartnerDec 21 - PresentBogart WealthAssociate Financial AdvisorMar 19- Dec 21First Financial GroupFinancial AdvisorJun 17- Mar 19
Mark RaymondHead Of SecurityView Profile, Mark RaymondJohnny PrattFounderView Profile, Johnny PrattWes SeverinEVP RetirementView Profile, Wes Severin