Account Type******** *******Account Owner*** ********Account Opps/Deals******** ***Closed Won • Dec 24***K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Aspyre Wealth PartnersFinancial Planning AssociateJul 24 - PresentCarson GroupAssociate, Partner DevelopmentJun 23- Jun 24
Tanya Massing EsquedaVP ControllerView Profile, tanya massing esquedaBarry CapootCFOView Profile, barry capootCody ArnoldSenior AccountantView Profile, cody arnold