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
TrampolineFinance ManagerNov 24 - PresentKpmgConsultantDec 22- Oct 24EyAssistant ManagerAug 21- Dec 22
Doug SwiftInvestorView Profile, Doug SwiftCurtis FentonSenior FP A ManagerView Profile, Curtis FentonJonah BremerFinancial AdvisorView Profile, Jonah Bremer