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
United Success Business AdvisorsTax Strategist, Enrolled AgentFeb 22 - PresentUnited Success Wealth ManagementBusiness Advisory Manager, Enrolled AgentNov 21 - Present
Artur KuharkoManaging PartnerView Profile, Artur KuharkoJeremy YorkBusiness Development ManagerView Profile, Jeremy YorkJack HauryBuisness Development ManagerView Profile, Jack Haury