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
Downshift FinancialFinancial Planner, Co-FounderJun 21 - PresentEdward JonesFinancial AdvisorAug 18- Apr 19Standard Renewable EnergyResidential Outside SalesJan 09- Oct 10
Joel DavisonAccounting ManagerView Profile, Joel DavisonPahoran Da SilvaSr Manager Financial Planning Analysis GTMView Profile, Pahoran Da SilvaIan MillsControllerView Profile, Ian Mills