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
Base TaxFounder, Managing MemberJan 24 - PresentBase Wealth ManagementWealth AdvisorJan 24 - PresentWalters Associates CpasPartnerJul 20- Jan 24
Jake JoraanstadChief Executive OfficerView Profile, jake joraanstadJoshua Lombardo BottemaFounder CEOView Profile, joshua lombardo-bottemaBilly Pardo ★Co Founder Chief Product Officer Chief Operation OfficerView Profile, billy pardo ★