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
Sgr Wealth ManagementFinancial AdvisorMay 24 - PresentInvestia Financial ServicesFinancial AdvisorMay 24 - PresentGp Wealth Management CorporationAssociate AdvisorJul 23- May 24
Noy GuezFinancial ControllerView Profile, Noy GuezEllie Mae ValenciaBilling SpecialistView Profile, Ellie Mae ValenciaJohn WarnkeAssociateView Profile, John Warnke