Account Type******** ******Account Owner****** ****Account Opps/Deals******* ***Closed Won • Feb 25**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Human InterestNational Business Development Manager - CPA and Accountant ChannelJul 20 - PresentPaychexSr. Sales Consultant Group Health InsuranceJul 06- Oct 19Max Borges AgencyAccount ExecutiveJan 05- Jan 05
Dan PartingtonIndependent Financial AdvisorView Profile, Dan PartingtonDavid LaymanFinancial AdvisorView Profile, David LaymanJared RApple PayView Profile, Jared R