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
LifeloopManager of FP&ADec 23 - PresentZapprovedSenior Financial AnalystFeb 22- Aug 23Westpac Wealth PartnersFinancial AdvisorAug 20- Feb 22
Jenna ShebelskiCash Application SpecialistView Profile, Jenna ShebelskiAnthony DolenecFinancial Controller Legal Software ATI GlobalView Profile, Anthony DolenecYang LiuCPAView Profile, Yang Liu