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
AicpaNational Instructor - CPA CEDec 07 - PresentMidlands Technical CollegeProgram Coordinator/Lead Instructor - CFP Eductional ProgramDec 01- Jan 12Abacus Planning GroupCPA, CFPJan 98- Jan 03
Robin HeisterhagenPartnerView Profile, robin heisterhagenAaron BermanPartnerView Profile, aaron bermanSteve MulcaySenior Stipendiary StewardView Profile, steve mulcay