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
Downshift FinancialFinancial Planner, Co-FounderJun 21 - PresentEdward JonesFinancial AdvisorAug 18- Apr 19Standard Renewable EnergyResidential Outside SalesJan 09- Oct 10
Helen EpichAccounts Payable SpecialistView Profile, Helen EpichJoshua ByrgeVice President Market Risk ConsultantView Profile, Joshua ByrgeMark HolmesHead Of Asset ManagementView Profile, Mark Holmes