Account Type******* ***Account Owner******** ***Account Opps/Deals****** ****Closed Won • Mar 25****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Lsl Lance Soll Lunghard LlpDirector of Marketing & Business DevelopmentFeb 19 - PresentWe Are PfU.S. Client ManagerJul 17- Feb 19Exit Planning InstituteVice President - Southern California ChapterSep 14- Jun 17