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
PaychexStrategic Business ConsultantMar 24 - PresentWealth StrategiesFinancial AdvisorMar 22- Mar 24Mutual Of OmahaInsurance Financial AdvisorApr 21- Mar 22
Steven TolleyDirector Of InnovationView Profile, Steven TolleyEylin Corrales AlfaroContent Strategy AdvisorView Profile, Eylin Corrales AlfaroMichael VelcicManager Strategic InitiativesView Profile, Michael Velcic