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
Nsm Insurance GroupFinancial Planning AnalystJul 24 - PresentOneadvancedFinancial Planning AnalystDec 18- Jul 24Crystal Specialist FinanceLending ManagerApr 17- Dec 18
David ZunigaDirector For The Tax Trust Estate And Family Dynamics TeamsView Profile, David ZunigaVeronika KleesSenior ControllerView Profile, Veronika KleesSteve SukeforthDirector FinanceView Profile, Steve Sukeforth