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
Tradewinds Tax PlanningFounderJun 22 - PresentParamount FinancialOwnerJul 09 - PresentEstate Planning TeamTax Deferral SpecialistNov 20- Feb 23
Aadya GuptaManager APAC MarketingView Profile, Aadya GuptaJuan Manuel RubioMARKETING CONSULTANT Consumer Healthcare CHC FMCG CPG PharmaView Profile, Juan Manuel RubioCandice CoxAssociate Director MarketingView Profile, Candice Cox