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
Emoney AdvisorSenior Financial Planning Education ConsultantAug 21 - PresentUniversity Of Illinois SystemConsumer Economics Educator IIJul 13- Jul 21Texas Tech UniversityPro Bono Financial Planning Graduate AssistantJun 12- May 13
William RobertsonDirector Of Financial StrategyView Profile, William RobertsonSean DouglasPayments Account ExecutiveView Profile, Sean DouglasJonathan ValenzuelaStrategic FinanceView Profile, Jonathan Valenzuela