Account Type****** *****Account Owner**** ********Account Opps/Deals******* ******Closed Won • Nov 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
SequoiaAdvisor, Financial ServicesNov 22 - PresentCreative PlanningAssociate ConsultantJan 22- Nov 22Bukaty CompaniesClient Services AssociateJun 10- Jun 12
Don VuongVP Of FinanceView Profile, don vuongLucas ObryckiInvestment AnalystView Profile, lucas obryckiVirginia Ginny CarlsonAuxiliary Secretary Treasurer Southwest AssnView Profile, virginia (ginny) carlson