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
Andrea Millar Life PlanningFounder | Life Planner | CoachJan 21 - PresentAicpaPersonal Financial Planning Division (Part-Time)Jan 06- Apr 24KpmgManager - Personal Financial PlanningJan 98- Jan 03
Amy SmithChief Talent Officer ElectView Profile, Amy SmithMary Beth DenooyerChief HR OfficerView Profile, Mary Beth DenooyerDan KefgenChief People OfficerView Profile, Dan Kefgen