Account Type*** *******Account Owner******* ********Account Opps/Deals******* *******Closed Won • Nov 24***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Myres Cpa PllcFounderDec 21 - PresentMesa Advisory Group LlcPartnerJul 22 - PresentMesa Wealth LlcPartnerJun 23 - Present
Kylee StepnerDirector Of Fundraising And DevelopmentView Profile, kylee stepnerJames MestnikVice PresidentView Profile, james mestnikStarling CousleyPartnerView Profile, starling cousley