Account Type**** *******Account Owner**** *******Account Opps/Deals*** ***Closed Won • Mar 25***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Freedom Financial NetworkCertified Debt ConsultantApr 20 - PresentAchieveCertified Debt ConsultantApr 20 - PresentVanguardRetirement Plan SpecialistOct 15- Apr 20