Account Type****** ********Account Owner***** *******Account Opps/Deals******* ****Closed Won • Aug 24**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
Annie Geisler ByarsLead ICB Pricing ManagerView Profile, annie geisler byarsJanet ChenControllerView Profile, janet chenYanan BledsoeCertified Public AccountantView Profile, yanan bledsoe