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 TaxTax GuruMay 21 - PresentSource AdvisorsR&D Client Services DirectorJul 20 - PresentDeloitteSenior Tax Consultant, Research & Development Tax Services Group LTSMar 10- Jul 11
Yi Vivian ZInvestment ProfessionalView Profile, Yi Vivian ZJames HoweInvestment AssociateView Profile, James HowePatrick PinneySr AccountantView Profile, Patrick Pinney