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
Emoney AdvisorOutsourced Financial PlannerSep 21- Nov 23American PortfoliosManager of Financial PlanningNov 17- Jul 20XypnConsultantApr 17- Oct 17
Anne BuserGlobal Head Of TaxView Profile, Anne BuserRoger BarrInvestorView Profile, Roger BarrMichael VergottiniFinance ManagerView Profile, Michael Vergottini