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
Internal Revenue ServiceRevenue AgentJan 25 - PresentSchneider DownsTax AnalystAug 23- Jan 25Baker TillyTax AssociateJul 22- Jun 23
Scott EllisonCFO Consultant Advisor InvestorView Profile, scott ellisonAshley SearleWealth Estate Planning SpecialistView Profile, ashley searleJaylin Nance SneedFinancial EducatorView Profile, jaylin nance sneed