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
Jay Anne MandinginFinanceView Profile, Jay Anne MandinginCaitlyn FurlongFinance Operations ManagerView Profile, Caitlyn FurlongBrandon HeidSenior Financial Planning Practice Management ConsultantView Profile, Brandon Heid