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
Brightline StrategiesPrincipal ConsultantApr 12 - PresentDominion Wealth Management IncFounder and PresidentJan 97- Dec 18Heartland Institute Of Financial EducationInstructorOct 08- Dec 09
Bryan OCertified Academic AdvisorView Profile, Bryan OMeriel Lyons HolderDirector Information SecurityView Profile, Meriel Lyons HolderIan OnealManaging DirectorView Profile, Ian Oneal