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
EyPartner - Financial Services PracticeJan 22 - PresentAicpaAICPA SOC 2 Working GroupFeb 23 - PresentThe University Of Iowa Tippie College Of BusinessTippie Professional Accounting CouncilAug 18 - Present
Kaitlyn PorterFinancial Business AdvisorView Profile, kaitlyn porterDean TurnerFinancial Advisor CFPView Profile, dean turnerKimberly DavisIndependent Financial ProfessionalView Profile, kimberly davis