Canopy 360 Wealth employs 13 employees. The Canopy 360 Wealth management team includes
Jamie G. Losito, Cfp®
Certified Financial Planner, Managing Partner At Canopy 360 Wealth Llc
3
0
General
(3)
Lance Powers
Portfolio Manager At Canopy 360
2
0
Finance
(2)
John D. Cervellera, Cfp® Crpc®
Certified Financial Planner™️ Professional At Canopy 360
0
0
Operations
(1)
Dayne Boudreau
Operations Manager At Canopy 360
2
0
HR
(1)
John Golden
Business Development | Insurance | Training & Development | Army Veteran | Mba
2
0
Sales
(1)
Amber Waingrow
Client Service Specialist At Lindsay, Crabb &Amp; Associates, Pllc
1
0
Top Canopy 360 Wealth Employees
-
Russell C. Lindsay, CPA
Tax Strategist & Financial Advisor
Ocala, Florida, United States, United States3russelllindsaycpa.com, canopy360.com, jmco.com -
Laurie Baker
Senior Staff Accountant At Lindsay…
Ocala, Florida, United States, United States1russelllindsaycpa.com -
Ronda Meier
Senior Accountant At Canopy 360
Ocala, Florida, United States, United States2lcacpas.com, mcgladrey.com -
John D. Cervellera, CFP® CRPC®
Certified Financial Planner™️…
Ocala, Florida, United States, United States
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