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
Mike Kabarec Cpa PfsSenior Wealth AdvisorView Profile, Mike Kabarec Cpa PfsShana LeacoxAnnuity New Business Processor Team LeadView Profile, Shana LeacoxAlex ShanklesSenior Tax AssociateView Profile, Alex Shankles