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
Beyond The Bottom LineIndependent Accounting and Finance ProfessionalJul 10 - PresentAcuity AccountingControllerFeb 17- Jun 20Summit Investment Management LlcConsultantJan 15- Jan 16
Andrew MoralesWealth Management AdvisorView Profile, Andrew MoralesDane KingCorporate Finance ManagerView Profile, Dane KingThomas R DaviesWealth AdvisorView Profile, Thomas R Davies