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
WhalarClient Finance DirectorApr 21 - PresentNational Ms SocietyAccounting ManagerJul 16- Aug 18OrganicFinance ManagerAug 14- Jul 16
Linda GridleyDigital Media Digital Marketing Investment BankerView Profile, Linda GridleyWalt TuttleFinancial Advisor Manager Vanguard Personal Advisor Services At VanguardView Profile, Walt TuttleRobert SollazzoSenior Associate Wealth PlannerView Profile, Robert Sollazzo