Account Type**** ******Account Owner******* ******Account Opps/Deals****** ****Closed Won • Oct 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
EySenior Financial Services Business ConsultantJun 19 - PresentSz Accounting Financial Consulting FirmBusiness DevelopmentJun 18- Oct 18Bullis SchoolEntrepreneurial Research AssistantJun 16- Sep 16
Stacy DickSenior Investment AdvisorView Profile, stacy dickWalter MurphySenior Wealth AdvisorView Profile, walter murphyTravis PlenderleithTax Senior ManagerView Profile, travis plenderleith