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
BrightplanSenior Director of Financial EducationJun 21 - PresentFacetDirector of Financial PlanningAug 19- Jun 21Financial FinesseSenior Financial PlannerJan 11- Jul 19
Jake J DarleyChief Financial OfficerView Profile, jake j. darleyNawal PeacockRegional Vice PresidentView Profile, nawal peacockKyra Van Den BoschSenior VP Finance OperationsView Profile, kyra van den bosch