Account Type***** ****Account Owner******** ***Account Opps/Deals*** ********Closed Won • Dec 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Lakeside Simplicity LLCAccountantAug 24 - PresentCreative Planning Business ServicesStaff AccountantJun 22- Aug 24Cla CliftonlarsonallenInternJan 21- Apr 21
Tracy NguyenControllerView Profile, tracy nguyenHector CamachoControllerView Profile, hector camachoJenia CorpSenior Financial Planning AnalystView Profile, jenia corp