Account Type*** ********Account Owner******* *****Account Opps/Deals******** ***Closed Won • Oct 24**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
The Gold ProcessAccounting ControllerAug 21- Aug 22Wolman Wealth ManagementAccountantAug 15- Jul 19CbizTax SeniorApr 06- Apr 11
John AnschuetzHead Of FP AView Profile, john anschuetzWen LiuFinancial Planning ManagerView Profile, wen liuTrine Dahl LassenPortfolio ManagerView Profile, trine dahl lassen