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
Vistage Worldwide IncVistage MemberFeb 23 - PresentFinancial Planning Association FpaPresident of the Financial Planning Association of Southern Arizona Jan 20 - PresentCarson WealthWealth AdvisorFeb 19 - Present
Yingyu WangPartnerView Profile, Yingyu WangLisa OnestoConsultantView Profile, Lisa OnestoMaxwell MoscaritoloProgram CoordinatorView Profile, Maxwell Moscaritolo