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
ValentaTeam ManagerJul 17 - PresentBefree Finance And Accounting Business Process OutsourcingParaplannerAug 15- Jul 17L T Mutual FundSenior customer support officerOct 13- Nov 14
Jim PhillipsDirector OwnerView Profile, Jim PhillipsMatt LaffertyCo Founder CEOView Profile, Matt LaffertyChris MetzlerProject ManagerView Profile, Chris Metzler