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
Meadows UrquhartPartnerJan 19 - PresentHeritage Wealth AdvisorsTax AccountantFeb 07- Sep 08Kpmg UsTax AssociateJan 04- Jan 07
Dustin SchulzFinance Master Data Project ManagerView Profile, Dustin SchulzKaren DeignanFinancial Reporting ManagerView Profile, Karen DeignanStep StevensonIndependent Insurance AgentView Profile, Step Stevenson