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
Carson WealthDirector of Tax PlanningNov 11 - PresentLutzTax ManagerDec 08- Jun 11Contryman Associates P CTax ShareholderFeb 79- Nov 08
Patricia NavarroAdministrative Assistant BookkeeperView Profile, Patricia NavarroGaelan BossControllerView Profile, Gaelan BossBeth VoecksCredit ManagerView Profile, Beth Voecks