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
Rcn Associates LlcPrincipal, CPA, CFP® Nov 17 - PresentRsm Us LlpManagerNov 11- Oct 17Liberty TaxManager, Tax InstructorOct 07- Apr 10
Kevin SumnerSenior Wealth AssociateView Profile, Kevin SumnerMike Kabarec Cpa PfsSenior Wealth AdvisorView Profile, Mike Kabarec Cpa PfsBrittany JonesSr AccountantView Profile, Brittany Jones