Account Type****** *****Account Owner**** ********Account Opps/Deals******** *****Closed Won • Feb 25***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
EySenior ConsultantJan 22- Jan 23Israel Ministry Of FinanceEconomistNov 18- Dec 21Prometheus Financial AdvisoryFinancial AnalystJan 18- Nov 18
Josh TylerTriple Crown Credit UnderwriterView Profile, Josh TylerMeridith ColvinAccounting ManagerView Profile, Meridith ColvinStephen Owen CfpCertified Financial PlannerView Profile, Stephen Owen Cfp