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
WealthteamworkChief Executive OfficerJan 24 - PresentDent Wealth AdvisorsAdvisor/Chief Compliance OfficerMay 00- Oct 23
Nikki EidsonChief Operating OfficerView Profile, nikki eidsonJoe TreanorBusiness OwnerView Profile, joe treanorMarnee ChuaExecutive DirectorView Profile, marnee chua