Account Type****** *******Account Owner*** *******Account Opps/Deals******* *****Closed Won • Jan 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
Randy VazquezInternal Communications ManagerView Profile, Randy VazquezTamara LewkowiczMarketing ManagerView Profile, Tamara LewkowiczZandri BanksVP Sales And MarketingView Profile, Zandri Banks