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
CaptrustSpecialist | Wealth PlanningJun 21 - PresentUnited Way Of Greenville CountyVolunteer Income Tax Assistance (VITA), Volunteer Tax PreparerJan 16- Apr 17Camp GreystoneCamp CounselorMay 15- Aug 16
Daniel BenoitTechnical Revenue AccountingView Profile, daniel benoitPatricio AriasInternational Financial Advisor And Fintech SpecialistView Profile, patricio ariasAndy GoodyEquity DealerView Profile, andy goody