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
Andres DiazConsultor Financiero Y TributarioView Profile, Andres DiazNathan NolopCFOView Profile, Nathan NolopEthan LowHead Of FinanceView Profile, Ethan Low