Account Type**** ****Account Owner**** ***Account Opps/Deals**** *******Closed Won • Mar 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