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
Centric Wealth Advisory Sas Top Boutique Wealth Manager Of The Year 2022 And 2023Certified Financial Planner® | Wealth Manager | Fiduciary PractitionerMar 24 - PresentExcel In FinanceFounderFeb 24 - PresentIgrow Wealth InvestmentsHead of Wealth ManagementAug 16- Mar 24
Jason CrawfordSr Payroll AP SpecialistView Profile, jason crawfordBryan WakefieldPrincipal Fractional CFO ServicesView Profile, bryan wakefieldStacy TraceySr Stock Plan AdministratorView Profile, stacy tracey