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
Brightline StrategiesPrincipal ConsultantApr 12 - PresentDominion Wealth Management IncFounder and PresidentJan 97- Dec 18Heartland Institute Of Financial EducationInstructorOct 08- Dec 09
James LacsinaProducer Editor Discovery DigitalView Profile, James LacsinaQuinn CookePrincipal ConsultantView Profile, Quinn CookeAnna MoscickaPartnerView Profile, Anna Moscicka