Account Type****** *****Account Owner******** ****Account Opps/Deals****** *******Closed Won • Nov 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Lloyd AccountingAccountantJul 20 - PresentCreative Planning Business ServicesSenior Tax AccountantSep 10- Jul 20
Jakob KalbeAssociateView Profile, jakob kalbeJoshua MayAssociate Wealth AdvisorView Profile, joshua mayPaige LittrellFinancial AnalystView Profile, paige littrell