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
United Success Business AdvisorsTax Strategist, Enrolled AgentFeb 22 - PresentUnited Success Wealth ManagementBusiness Advisory Manager, Enrolled AgentNov 21 - Present
Frank Ciccone IiChannel Business Development ManagerView Profile, Frank Ciccone IiElizabeth McdonaldStrategic Communications ConsultantView Profile, Elizabeth McdonaldStephanie FCatalog Metadata Strategies SpecialistView Profile, Stephanie F