Account Type**** ***Account Owner******* *****Account Opps/Deals*** *****Closed Won • Feb 25****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Magnus Financial Group LlcAdvanced Planning ConsultantJan 17 - PresentAdvisors Equity GroupFounding Member | Advanced Planning ConsultantJan 19 - PresentThomas Kelly LlcAdvanced Planning ConsultantSep 06 - Present
Heather RobertsExecutive Director Of OperationsView Profile, Heather RobertsLynne De LayCSA NA FacultyView Profile, Lynne De LayDimitri BleusProduction PlannerView Profile, Dimitri Bleus