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
Path To Profits ConsultingChief Executive OfficerMar 24 - PresentScore MentorsCertified Small Business Mentor (Volunteer)Nov 21 - PresentTransamerica Financial Advisors IncRegistered Investment AdvisorJan 24- Jun 24
Sarah CarrollExecutive DirectorView Profile, Sarah CarrollStephen SelbyAlpha Client Solutions Managing DirectorView Profile, Stephen SelbyErik EkbladVDView Profile, Erik Ekblad