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
Dentist AdvisorsFinancial AdvisorMay 23- Oct 24SecfiFinancial AdvisorDec 22- May 23EllevestFinancial PlannerAug 21- Oct 22
Timothy AppleFinancial AdvisorView Profile, timothy appleShimon HaiFinancial Advisor Modeling SpecialistView Profile, shimon haiBlake WernerInvestment AssociateView Profile, blake werner