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
CaptivateiqStaff AccountantApr 24 - PresentPwcAssurance AssociateOct 22- Mar 24Rti Health SolutionsAccounting ClerkJan 21- Feb 22
Denny UrbanFinance Manager FP AView Profile, Denny UrbanHeather LeeIndependent Insurance AgentView Profile, Heather LeeJared TishlerWealth Management AdvisorView Profile, Jared Tishler