Account Type****** *****Account Owner***** ******Account Opps/Deals******* *****Closed Won • Dec 24****K $Closed
***** ***Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
ZenbusinessFinancial Services Sr, AgentJul 20 - PresentSearsTeam Lead, Document ServicesJul 12- Jul 20
Donatas BagaviciusFinancial Planning AnalystView Profile, donatas bagavičiusCara DickersonFinancial Advisor AssistantView Profile, cara dickersonTae JohnsonTax SpecialistView Profile, tae johnson