Account Type**** *******Account Owner**** *******Account Opps/Deals*** ******Closed Won • Aug 24***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
Ivor ColsonCo FounderView Profile, ivor colsonCarrie AllenFOUNDER OWNERView Profile, carrie allenMike GoveaVice President Of Engagement ManagementView Profile, mike govea