Account Type****** *****Account Owner**** ********Account Opps/Deals**** ******Closed Won • Feb 25***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
ServicetitanSenior Deal Desk AnalystMay 20 - PresentSearcy Financial Services IncClient Service AssociateMay 19- Sep 20
Marlee Stark HaleSenior Manager Tax Private Client ServiceView Profile, Marlee Stark HaleNaomi GrossmanSenior Financial AnalystView Profile, Naomi GrossmanChad SimpsonSenior AccountantView Profile, Chad Simpson