Account Type****** ********Account Owner****** *******Account Opps/Deals******* *****Closed Won • Mar 25****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
AvantaxManager, Business Development Programs at Avantax Wealth Management℠ Oct 19 - PresentHd Vest Financial ServicesWealth Management ConsultantJan 12- Jan 12Noble Royalties IncRelationship Manager, Top Producers AcademyJun 10- Oct 11
Michael PerlFinance ControllingView Profile, Michael PerlTarun VatsSenior Analyst GSRM GSMMView Profile, Tarun VatsDale OreggioNational Minimum Wage Senior ManagerView Profile, Dale Oreggio