Account Type******* ***Account Owner****** ********Account Opps/Deals**** *******Closed Won • Dec 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
NorthstarFinancial PlannerDec 24 - PresentDentist AdvisorsFinancial AdvisorMay 23- Oct 24SecfiFinancial AdvisorDec 22- May 23
Angela PerkinsTax AuditorView Profile, angela perkinsAllison UdeFinance ManagerView Profile, allison udeGeorgia RostirollaFinance Planning Analysis ManagerView Profile, georgia rostirolla