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| 电子邮件 | cod***@***.com | 获取Email |
|---|
| 电子邮件 | cod***@***.com | 获取Email |
|---|
Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients. An adviser uploads clients' tax returns to generate white-labeled, client-ready tax planning reports within seconds, with no data entry. The tax return data also pre-populates a tax projection tool for more detailed tax planning. Holistiplan is removing barriers for advisers to provide robust tax planning services to their clients.
| 公司 | Holistiplan |
|---|---|
| 职位 | Senior Engineer |
| 地点 | United States |
| http://www.linkedin.com/in/codyjameslee | |
| 部门 | master_engineering_technical |
| 头衔 | Senior Engineer |
Holistiplan Senior Engineer
2021-05-01 -
Trade Technologies, Inc. Vice President of Technology
2020-10-01 - 2021-05-01
Trade Technologies, Inc. Lead Software Engineer
2015-01-01 - 2020-10-01
Advisory Board Software Engineering Manager
2013-04-01 - 2015-01-01
Advisory Board Senior Software Engineer
2012-02-01 - 2013-03-01
Cody Lee 在 Holistiplan 担任 Senior Engineer
Cody Lee 在 Holistiplan 的职位是 Senior Engineer
Cody Lee 的电子邮件地址是 cod***@***.com
Cody Lee 的电话号码是 -
Cody Lee 的公司电话号码是 -
Cody Lee 在 information technology & services 工作。
Cody Lee 的一些同事包括Cody Lee、Matthew Buser、Griffen Fry、Griffin KaleAlanna O'Connell、。
Cody Lee联系方式： 电子邮件地址：cod***@***.com 电话号码：-
Cody Lee 的个人领英是：http://www.linkedin.com/in/codyjameslee
Cody Lee 的办公地点：college station, texas, united states, 77845
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