Account Type***** ******Account Owner******** *******Account Opps/Deals******* ******Closed Won • Aug 24****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
Ted GrossmanPrincipalView Profile, ted grossmanSara GrzybekFreiberufliche R Autor InView Profile, sara grzybekRae TannerPrincipalView Profile, rae tanner