Account Type**** *****Account Owner*** ****Account Opps/Deals***** ******Closed Won • Jan 25***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
Andy FejesFinanzberaterView Profile, Andy FejesEdie PoulinFinance OperationsView Profile, Edie PoulinMitra PatelInvestment Banking AnalystView Profile, Mitra Patel