Account Type*** *******Account Owner******** ********Account Opps/Deals**** ******Closed Won • Jul 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
Kyle HollenbeckOwner And Director Of Marketing And OperationsView Profile, kyle hollenbeckFreya MastersResearch Communications Fundraising OfficerView Profile, freya mastersJoe KovacVP Of MarketingView Profile, joe kovac