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
Butera Wealth Management By Lpl FinancialManaging Director, Financial AdvisorMay 22 - PresentEdelman Financial EnginesExecutive Director, Financial PlanningJun 06- May 22Fidelity InvestmentsVice President / Senior Accout Executive// Financial Planning Consultant// Investment Rep. IIFeb 01- Jun 06
Tom BodenInvestment Director Direct LendingView Profile, tom bodenJoshua RiddellChief Financial OfficerView Profile, joshua riddellPatrick WilliamsVice President Financial Planning And AnalysisView Profile, patrick williams