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
BrightplanSenior Director of Financial EducationJun 21 - PresentFacetDirector of Financial PlanningAug 19- Jun 21Financial FinesseSenior Financial PlannerJan 11- Jul 19
James HundleySenior Vice President Financial Consultant RJFSView Profile, james hundleyIlia MalyGroup CFOView Profile, ilia malyAmy CallahanVice President Of Finance And ProgramsView Profile, amy callahan