Account Type****** ********Account Owner**** *****Account Opps/Deals******** ****Closed Won • Feb 25****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
S E E D Planning Group LlcChief Operating OfficerJan 21 - PresentPwcSenior AssociateJul 15- Dec 20Wells Fargo AdvisorsFinancial AdvisorMay 11- Jul 15
A J RohdeSenior PartnerView Profile, A J RohdeAnanda RsVice President WorkdayView Profile, Ananda RsPhilip BungartGeschaftsfuhrerView Profile, Philip Bungart