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
Growing Up Green Charter SchoolsManaging Director of FinanceSep 18 - PresentCharter School Business Management IncSenior Financial ConsultantJan 15- Aug 18
Jane KuntzFinancial Advisor Financial Planning SpecialistView Profile, Jane KuntzMatthew TarzianAccount Executive Financial ServicesView Profile, Matthew TarzianRichard SonInvestorView Profile, Richard Son