Account Type******* *******Account Owner*** *******Account Opps/Deals******** *****Closed Won • Jul 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
John K Mcgill Company IncTax and Business Planning AdvisorFeb 18- Jun 22Dimensional Fund AdvisorsAssociateJun 16- Jan 18United Capital Financial Advisors LlcWealth ManagerMar 14- Jun 16
Andrea BelleiArtistView Profile, andrea belleiLewis WilliamsSenior Technical Services SpecialistView Profile, lewis williamsSage MartinFederal Management Consulting InternView Profile, sage martin