Account Type**** ***Account Owner*** ***Account Opps/Deals******* ****Closed Won • Nov 24***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
TastewiseSenior BookkeeperSep 24 - PresentAccessibeSenior BookkeeperSep 23- Aug 24BluevineBookkeeperApr 21- Sep 23
Sara SteffensenAccountantView Profile, sara steffensenAnne A FlinkSenior Team Lead Wealth Planning At CAPTRUSTView Profile, anne a. flinkKaren NicholsDirector Of AccountingView Profile, karen nichols