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
Kestra FinancialCorporate Finance & StrategyMar 23 - PresentRushmore Loan Management Services LlcSenior Finance ManagerApr 18- Dec 22Pacific Union Financial LlcRetail Finance & AcquisitionsOct 15- Apr 18
Sharon BuchanFinance Operations ManagerView Profile, Sharon BuchanDaniel CameronTax PartnerView Profile, Daniel CameronHoward MarzolfDirector Of FinanceView Profile, Howard Marzolf