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
Client First Tax And Wealth AdvisorsInvestment Research AnalystSep 16 - PresentCarroll UniversityStudentSep 12- Dec 16
William Bill ZehnderControllerView Profile, William Bill ZehnderNick RushFinance DirectorView Profile, Nick RushSteven EspositoSenior AccountantView Profile, Steven Esposito