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
Tradewinds Tax PlanningFounderJun 22 - PresentParamount FinancialOwnerJul 09 - PresentEstate Planning TeamTax Deferral SpecialistNov 20- Feb 23
Kieran ArnoldGrowth DirectorView Profile, kieran arnoldKristen SpillaneSenior Content Marketing Manager Linked In Marketing SolutionsView Profile, kristen spillaneJackie AnglinDirector Global ABM Field MarketingView Profile, jackie anglin