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
Base TaxFounder, Managing MemberJan 24 - PresentBase Wealth ManagementWealth AdvisorJan 24 - PresentWalters Associates CpasPartnerJul 20- Jan 24
Jeff Hyman ⭐Chief Executive OfficerView Profile, jeff hyman ⭐Virgil MillerPresidentView Profile, virgil millerTristan GadsbyChief Executive OfficerView Profile, tristan gadsby