Account Type******* ******Account Owner**** *******Account Opps/Deals***** ***Closed Won • Aug 24***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Weichert RealtorsReal Estate AgentMay 24 - PresentSbook SolutionsOutsourced CFO and Bookkeeping ServicesMay 16 - PresentWithumManagerOct 12- May 16
Kelly KlingamanFounder Financial PlannerView Profile, kelly klingamanGuga BatistaStrategy Finance Co FounderView Profile, guga batistaRohit PrakashCPA CMAView Profile, rohit prakash