Account Type****** ****Account Owner***** *****Account Opps/Deals*** ****Closed Won • Jan 25**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Frank Rimerman Co LlpMember of Senior Management, Accounting and CFO ServicesJan 08 - PresentAgistixChief Financial OfficerJan 10 - PresentCalcpaFinancial Literacy Committee MemberMay 20 - Present
Michaela CurryWealth Planner Assistant Vice PresidentView Profile, Michaela CurryAdi Yarel ToledanoGeneral Partner CFOView Profile, Adi Yarel ToledanoJoanna KreighbaumVP Carrier RelationsView Profile, Joanna Kreighbaum