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
Rolling SudsOwnerJul 23 - PresentAvidian Wealth SolutionsOperations SpecialistJan 23- Jul 23Jwa Financial Group IncAssociate Financial PlannerSep 07- May 10
Nick SarantakisMarketing ManagerView Profile, Nick SarantakisJames MinshullSocial Media ManagerView Profile, James MinshullAdam BlauSenior Director Of Product MarketingView Profile, Adam Blau