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
M C Byrd Wealth ManagementFinancial ConsultantMay 16 - PresentThe 401 K ShopFinancial ConsultantMay 16 - Present
Lauren MastersonSenior AccountantView Profile, lauren mastersonEvan KortickAssociate Controllers PricingView Profile, evan kortickJohn PitsasAccounting SpecialistView Profile, john pitsas