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
WealthteamworkChief Executive OfficerJan 24 - PresentDent Wealth AdvisorsAdvisor/Chief Compliance OfficerMay 00- Oct 23
Cindy ChapmanExecutive Vice President Group Executive ProducerView Profile, Cindy ChapmanFlorin TalpesCo Founder Chief Executive OfficerView Profile, Florin TalpesMark Terry LushChief Executive OfficerView Profile, Mark Terry Lush