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
BairdFinancial AdvisorFeb 21 - PresentThe Selling PodcastCo-Host and Co-FounderFeb 20 - PresentHpwp GroupVP Business DevelopmentMar 19- Feb 21
Aurora Neri ChaconTax PreparerView Profile, aurora neri chaconVenkatesh LFinance Service Delivery LeadView Profile, venkatesh lLiana ValentinAssociate Private WealthView Profile, liana valentin