Account Type******** *******Account Owner**** *******Account Opps/Deals****** ******Closed Won • Jan 25**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
VanillaProduct CounselApr 23 - PresentRwa Wealth PartnersVice President, Wealth ServicesFeb 19- Mar 23Wealthcounsel LlcPractice Development ManagerSep 14- Feb 19
Andy PfauAssistant General CounselView Profile, Andy PfauConsuelo NodarFederal InvestigatorView Profile, Consuelo NodarKim AllenLegal Executive AssistantView Profile, Kim Allen