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
TransamericaFinancial AdvisorMar 24 - PresentClub FeastAccount ManagerNov 22- Jun 23Liberty Tax Service 15857Tax PreparerSep 16- Apr 17
Justin RadistInvestment AnalystView Profile, justin radistJoe ObrienFinancial ControllerView Profile, joe o'brienEllie GrossInvestment Banking AnalystView Profile, ellie gross