Account Type****** ****Account Owner******* ****Account Opps/Deals**** ***Closed Won • Oct 24**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Sams Car WashPartnerDec 21 - PresentBogart WealthAssociate Financial AdvisorMar 19- Dec 21First Financial GroupFinancial AdvisorJun 17- Mar 19
Jan HillsonMedical DirectorView Profile, jan hillsonJake MaklerPartner AI Consulting Practice LeadView Profile, jake maklerCecilia DiemDirector Donor AdvisoryView Profile, cecilia diem