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
BdoPCS-FOS Manager | Private Client & Family Office ServicesFeb 20 - PresentSs C TechnologiesInvestor Services AssociateJul 15- Oct 16Springleaf Financial ServicesAccounting Analyst - InternJan 14- May 15
Marvin LeiTechnical Account ManagerView Profile, Marvin LeiKevin ThompsonClient PartnerView Profile, Kevin ThompsonPj DavisClient Success Delivery ManagerView Profile, Pj Davis