Account Type******* *****Account Owner*** ***Account Opps/Deals***** ******Closed Won • Nov 24***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
CompoundPrincipal & Senior Wealth AdvisorJan 24 - PresentEmpowerSenior Financial AdvisorFeb 23- Jan 24Personal CapitalSenior Financial AdvisorJan 16- Feb 23
Liam ThompsonFinance ManagerView Profile, liam thompsonAshok ShelarSenior Associate Employment TaxView Profile, ashok shelarCourtney PickettAccount Director Financial ServicesView Profile, courtney pickett