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
Calamita Wealth ManagementCertified Financial Planner™Jul 10 - PresentRbc Wealth ManagementCertified Financial Planner™Mar 05- Jul 10Wells FargoFinancial ConsultantJan 99- Mar 05
Mckenzie EllegoodStaff AccountantView Profile, Mckenzie EllegoodMelissa SanguinettiDivision Manager Multifamily LendingView Profile, Melissa SanguinettiRyan ClamageInvestment ResearchView Profile, Ryan Clamage