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
K 1 Investment ManagementManaging DirectorJan 16 - PresentAspiriantManager - Wealth ManagementJan 10- Jan 16HcvtAdvanced Associate - TaxJan 07- Jan 10
Dana EwertCampaign Manager And Executive AssistantView Profile, dana ewertAlison WeirickDirector Graphic DesignerView Profile, alison weirickEmma EvansManager Of Wellbeing Learning And CultureView Profile, emma evans