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
Tr Financial GroupFinancial ConsultantJan 16 - PresentWoodmenlifeFinancial RepresentativeJun 11- Jan 16
Timothy AppleFinancial AdvisorView Profile, Timothy AppleKatie KennedyAccounting ManagerView Profile, Katie KennedyDan DanaiCFOView Profile, Dan Danai