Account Type**** *******Account Owner***** *****Account Opps/Deals******** ********Closed Won • Oct 24***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Adams BrownPrincipal - High Net Worth PracticeNov 23- Dec 24ForvisTax DirectorJan 23- Oct 23Windward Private Wealth ManagementWealth Manager/Tax ManagerNov 19- Dec 22
Aman KakdeSenior Sales Development RepresentativeView Profile, aman kakdeKatie DixonGlobal Account ManagerView Profile, katie dixonCindy PSales Manager Team LeadView Profile, cindy p.