Account Type***** ********Account Owner****** *****Account Opps/Deals*** *****Closed Won • Mar 25**K $Closed
******** ******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Harper Company Cpas PlusExecutive AssistantMay 21 - PresentOles Associates LlcParaprofessionalOct 20- Apr 21Bhm Cpa GroupOffice ManagerNov 08- Oct 20
Mario SantosPersonal ConsultantView Profile, Mario SantosKamalpreet SinghInformation Technology EngineerView Profile, Kamalpreet SinghMelissa WinebargerNew Advisor Development CoachView Profile, Melissa Winebarger