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
Colleen OneillProject Manager Finance Advisory BoardView Profile, Colleen OneillYasemin CekicFinance ControllerView Profile, Yasemin CekicGary BednarPayroll ManagerView Profile, Gary Bednar