Account Type*** *****Account Owner****** ******Account Opps/Deals******** ********Closed Won • Mar 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