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
PaychexStrategic Business ConsultantMar 24 - PresentWealth StrategiesFinancial AdvisorMar 22- Mar 24Mutual Of OmahaInsurance Financial AdvisorApr 21- Mar 22
Matheus DosualdoSenior Manager Risk Advisory SolutionsView Profile, Matheus DosualdoJarrod GossHead Of PlanningView Profile, Jarrod GossAndreas WolfDigital Producer Strategic DevelopmentView Profile, Andreas Wolf