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
Goat TaxHead of Customer SuccessMay 21 - PresentSource AdvisorsDirector, R&D Tax ConsultingAug 16 - PresentR D Incentives GroupDirectorMay 15- Aug 16
Tom CaplingDirector Client SuccessView Profile, Tom CaplingJohn HamiltonDirector Of Customer SuccessView Profile, John HamiltonMegan ZuberSenior Director Client ServicesView Profile, Megan Zuber