Account Type****** ***Account Owner*** ******Account Opps/Deals**** ****Closed Won • Aug 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
David MorseClinical PharmacistView Profile, david morseNikki ThomasLicensed Associate Real Estate BrokerView Profile, nikki thomasAlex SugiuraPodcast ProducerView Profile, alex sugiura