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
Bdo UsaTax Associate/Experienced Tax AssociateFeb 21 - PresentWells Fargo Advisors2020 Wealth and Investment Management InternJun 19- Aug 20
Joel ReedAssociate Servicing Financial AnalystView Profile, Joel ReedJustin WebbTreasury AnalystView Profile, Justin WebbColton KrskaAudit AssociateView Profile, Colton Krska