Account Type***** ******Account Owner******* *******Account Opps/Deals***** *******Closed Won • Jan 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
Wendy D FarinaHead Of Quantitative Survey Group QSGView Profile, Wendy D FarinaLiam MartinCo OrganizerView Profile, Liam MartinClaudia AguirreProject CoordinatorView Profile, Claudia Aguirre