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
Doerhoff Associates CpaPresident & CEOJul 78 - PresentAura Wealth Advisors LlcManaging MemberJan 00 - PresentPeat MarwickSenior AccountantJan 76- Dec 78
Roi CarthyCo Founder CEOView Profile, Roi CarthyTom SegoCEOView Profile, Tom SegoKelly Irwin LabbeProducerView Profile, Kelly Irwin Labbe