Account Type******** ******Account Owner****** ********Account Opps/Deals**** *****Closed Won • Oct 24***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
Kevin PezzaniChief Operating OfficerView Profile, kevin pezzaniDaryl ListerVPView Profile, daryl listerScott BlankenshipOwner Managing DirectorView Profile, scott blankenship