Account Type****** ********Account Owner****** ********Account Opps/Deals*** ****Closed Won • Feb 25**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Goat TaxTax NinjaMay 21 - PresentSource AdvisorsProject ManagerOct 17 - PresentAlliantgroupProject AssociateSep 15- Oct 17
Steve WagmanControllerView Profile, Steve WagmanCatherine Garger LutzSpecial Aquisitions AdvisorView Profile, Catherine Garger LutzGrant WalkerFinance DirectorView Profile, Grant Walker