Account Type**** *****Account Owner***** ********Account Opps/Deals****** *****Closed Won • Nov 24**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
WealthwaveCertified Financial EducatorMar 16 - PresentTransamerica Financial Advisors IncBranch Office SupervisorJan 12 - PresentGirl Scouts Of The UsaTroop LeaderSep 00- May 12
Bryan WakefieldPrincipal Fractional CFO ServicesView Profile, bryan wakefieldJoris WenkFinanzberaterView Profile, joris wenkSarit TabachnikChief BookkeeperView Profile, sarit tabachnik