Account Type******* ******Account Owner******* ***Account Opps/Deals******** ***Closed Won • Nov 24**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Emoney AdvisorFinancial Planning Product and Research ConsultantJun 17 - PresentBudget BlindsAdministrative Assistant & SalesJan 07- Jan 08
Andrew BoydInvestment OfficerView Profile, andrew boydEleanor BenjaminFinancial Consultant In Accompanying And Managing IT Projects And Financial ProcessesView Profile, eleanor benjaminEric LofthouseAsset Management And LIHTC FinancingView Profile, eric lofthouse