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
BairdFinancial AdvisorFeb 21 - PresentThe Selling PodcastCo-Host and Co-FounderFeb 20 - PresentHpwp GroupVP Business DevelopmentMar 19- Feb 21
Laura MckinneyPrivate Wealth Advisor Financial PlannerView Profile, Laura MckinneyJaxon JordanInternational Tax ConsultantView Profile, Jaxon JordanRebecca BrehmOperational Financial SpecialistView Profile, Rebecca Brehm