Account Type***** *******Account Owner***** ***Account Opps/Deals**** ******Closed Won • Dec 24***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
Natalie QuinteroSenior FP A ManagerView Profile, natalie quinteroAdi LevanonInvestorView Profile, adi levanonClemens WilhelmProfessional Finance ManagerView Profile, clemens wilhelm