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
Wells Fargo AdvisorsPractice ManagerJun 23 - PresentWells FargoPractice ManagerOct 21 - PresentUllrich Insurance AgencyInsurance AgentOct 17- Oct 21
Katie PetersStaff Accountant IIView Profile, katie petersJack CavellierAssociateView Profile, jack cavellierEti LavianSenior Bookkeeper Payroll ControllerView Profile, eti lavian