Account Type******** ********Account Owner**** ********Account Opps/Deals****** *******Closed Won • Jan 25***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
AboundupFounder & CEOAug 20 - PresentGlass Jacobson Wealth AdvisorsOutsourced COOSep 14- Jan 22VanguardHigh Net Worth Client Service SpecialistJun 12- Sep 14
Miriam ZaltsmanPartnerView Profile, Miriam ZaltsmanMichaela Isabelle FeudtnerArea President ParisView Profile, Michaela Isabelle FeudtnerJustin SchoellkopfCo Founder Managing PartnerView Profile, Justin Schoellkopf