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
Lifeworks AdvisorsPartnerMay 24 - PresentVincere TaxFounderJan 21 - PresentPolaris Wealth Advisory GroupDirectorMar 17- Dec 17
Anthony HallContract DirectorView Profile, anthony hallPaul RyanVice PresidentView Profile, paul ryanLisa EvansVice President Of Distribution Customer EngagementView Profile, lisa evans