Account Type*** ***Account Owner***** ****Account Opps/Deals******** ****Closed Won • Mar 25***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Doerhoff Associates CpaPresident & CEOJul 78 - PresentAura Wealth Advisors LlcManaging MemberJan 00 - PresentPeat MarwickSenior AccountantJan 76- Dec 78