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
The Wealth Group Austin B Colby AssociatesCERTIFIED FINANCIAL PLANNER®Jul 17 - PresentCrew 2Accounting ManagerOct 15- Jul 17
Allison CoxSenior AccountantView Profile, Allison CoxJackie HowellOperations And FinanceView Profile, Jackie HowellJudah ElbaumFinancial Controller United StatesView Profile, Judah Elbaum