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
SequoiaAdvisor, Financial ServicesNov 22 - PresentCreative PlanningAssociate ConsultantJan 22- Nov 22Bukaty CompaniesClient Services AssociateJun 10- Jun 12
Aaron ParksAssociateView Profile, Aaron ParksHannah SmithAssociateView Profile, Hannah SmithJohn HalkFinancial Wellness ConsultantView Profile, John Halk