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
Emblem SolutionsChief Financial OfficerJan 20 - PresentLdx SolutionsChief Financial OfficerJan 17- Jan 19Fusion Cpa I Us Tax Accounting Business Advisory FirmChief Financial OfficerJan 15- Jan 16
Ron ShahChief Financial OfficerView Profile, Ron ShahMark HoytChief Financial OfficerView Profile, Mark HoytKaty KnoxPresident Bank Of America Private Wealth ManagementView Profile, Katy Knox