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
Principal Financial GroupAssociate AccountantJul 24 - PresentCreative Planning Business ServicesTax AccountantJan 24- Jun 24Iowa State UniversityVolunteer Income Tax Assistance Jan 23- Apr 23
Brittney WhitlatchPayment ProcessorView Profile, Brittney WhitlatchAlisa AlvarezSenior Investment ControllerView Profile, Alisa AlvarezTanya Aqua Beatty FergusonStock ManagerView Profile, Tanya Aqua Beatty Ferguson