Account Type******** *******Account Owner**** *******Account Opps/Deals***** ***Closed Won • Feb 25**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Plante MoranFinancial Advisor InternJun 24- Aug 24Amplified PlanningFinancial Planning ExternJun 23- Aug 23
Cara BalcomMortgage Loan Processor IIIView Profile, Cara BalcomTalita MayoAccounting ManagerView Profile, Talita MayoAllan Le AnHead Of FinanceView Profile, Allan Le An