Account Type******* ********Account Owner****** *****Account Opps/Deals******** *****Closed Won • Oct 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Creative PlanningValuation SpecialistApr 21 - PresentCastle Wealth Advisors LlcValuation SpecialistOct 18- Apr 21Mga Professional CorporationAccountantJan 17- Oct 18
Laura HintonFinancial AdvisorView Profile, laura hintonNishtha KalyaniFinancial AccountantView Profile, nishtha kalyaniMackenzie LittsAssistant ControllerView Profile, mackenzie litts