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
Washington Avenue AdvisorsParaplannerSep 24 - PresentAmplified PlanningThe ExternshipJun 24- Jul 24RehmannFinancial AdvisorDec 21- Mar 24
Liz DavidAssistant Property ManagerView Profile, Liz DavidMadison HiestandPro Care Process AnalystView Profile, Madison HiestandMichael FullerMemberView Profile, Michael Fuller