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
IntuitInbound Quickbooks ConsultantOct 21 - PresentAflac Group InsuranceBenefits ConsultantNov 20 - PresentBayview Asset Management LlcSpecialized Call RepresentativeNov 16- Nov 20
Royce ElkerPrincipal Appraiser At Compeer Financial RetiredView Profile, royce elkerFatos BudeciFinancial ExpertView Profile, fatos budeciLance LahourcadePrincipal Financial AdvisorView Profile, lance lahourcade