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
Vistage Worldwide IncVistage MemberFeb 23 - PresentFinancial Planning Association FpaPresident of the Financial Planning Association of Southern Arizona Jan 20 - PresentCarson WealthWealth AdvisorFeb 19 - Present
Andrew SpanglerImplementation And Program ManagementView Profile, andrew spanglerRose TuManaging DirectorView Profile, rose tuTom LeharGeneral ManagerView Profile, tom lehar