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
Emoney AdvisorSenior Financial Planning Practice Management ConsultantAug 16 - PresentTd AmeritradeInvestment ConsultantMay 12- Aug 15Td Ameritrade InstitutionalAccount Transfers TeamFeb 12- Apr 12
Tai JohnsonCertified Public AccountantView Profile, tai johnsonNick GullickAuditorView Profile, nick gullickAnton HuangAccountantView Profile, anton huang