Account Type***** *****Account Owner****** ****Account Opps/Deals******** ***Closed Won • Oct 24**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Equip SuperFinancial Planner and Relationship ManagerMar 17 - PresentStateplusCertified Financial PlannerNov 15- Mar 17Midwinter Financial ServicesParaplannerJun 11- Jan 12
Julie DaviesFinance Systems AccountantView Profile, julie daviesBetty BerensteinBookkeeperView Profile, betty berensteinMary OcampoCorporate AccountantView Profile, mary ocampo