Account Type**** *****Account Owner*** ******Account Opps/Deals***** *****Closed Won • Jan 25**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
Abdullah AljadhaiCo Founder COOView Profile, Abdullah AljadhaiMicah HarkinSenior Director Executive ServicesView Profile, Micah HarkinAlex LewisChief Operating OfficerView Profile, Alex Lewis