Account Type****** ****Account Owner******* ***Account Opps/Deals**** *****Closed Won • Dec 24**K $Closed
*** ******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Self EmployedStay-at-Home MomJun 21 - PresentCreative Planning Business ServicesSenior Tax AccountantOct 17 - Present
Brian LindstromPartnerView Profile, brian lindstromMarty WoodDay TraderView Profile, marty woodKira DalesFellowView Profile, kira dales