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
Haven Wealth AdvisorsPrivate Wealth Service AdvisorSep 21 - Present49 FinancialInvestment AnalystApr 20- Sep 21Kappa Kappa GammaVice President of FinanceJan 19- Jan 20
Robert BowlerPayment SpecialistView Profile, Robert BowlerDajana MaraFinance And OperationsView Profile, Dajana MaraKristin DunnerHead Of TaxView Profile, Kristin Dunner