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
AvantaxWealth Management Growth ConsultantAug 22 - PresentFidelity InvestmentsWorkplace Planning Consultant IIIJun 18- Jul 22
Morgan EvansLicensed Real Estate SalespersonView Profile, Morgan EvansAlex MurphyFounding Account ExecutiveView Profile, Alex MurphyBruce BasehoreAccount ExecutiveView Profile, Bruce Basehore