Account Type*** *****Account Owner*** ********Account Opps/Deals*** ***Closed Won • Dec 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
B Financial WiseOwner-Comprehensive Financial PlanningJun 22 - PresentB College WiseOwner - Comprehensive Financial PlanningJun 22 - PresentWellby FinancialPortfolio ManagerJul 19- Jun 22
Sydney HintzFinancial AccountantView Profile, sydney hintzBeverly LooCorporate ControllerView Profile, beverly looSvein H DavidsenHead Of Finance And OperationsView Profile, svein h. davidsen