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
Wealth Strategies Group IncFinancial AdvisorNov 15 - PresentThe Leaders Group IncFinancial PlannerJan 20 - PresentMas Advisors LlcFinancial PlannerOct 19- Feb 23
Angel DimitrovFinancial Operations AnalystView Profile, angel dimitrovMary SheaAssociateView Profile, mary sheaAustin KissingerAssociateView Profile, austin kissinger