Account Type******* ****Account Owner******* ******Account Opps/Deals*** ****Closed Won • Oct 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
Brian SteelSenior Supplier Manager Vice PresidentView Profile, brian steelThomas PeaceManaging PartnerView Profile, thomas peaceGarrett MoonCEO Co FounderView Profile, garrett moon