Account Type***** *******Account Owner*** *******Account Opps/Deals******* ********Closed Won • Nov 24****K $Closed
*** ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Creative Planning Business ServicesTax StaffOct 22 - PresentSelf EmployedStay-at-Home MomAug 16- Oct 22EyTax StaffOct 14- Nov 16
Francisca AndersonCapital MarketsView Profile, francisca andersonErica Eiwon YoonAssociateView Profile, erica (eiwon) yoonKevin DuquetteSenior AccountantView Profile, kevin duquette