Account Type*** ***Account Owner******* *******Account Opps/Deals******* ******Closed Won • Feb 25***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
Tony DAssociateView Profile, Tony DNashat SafadiTax ManagerView Profile, Nashat SafadiAriane Col ChambonBusiness ManagerView Profile, Ariane Col Chambon