Account Type**** ****Account Owner******** ******Account Opps/Deals*** ***Closed Won • Nov 24***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Infinity Financial Solutions IncRegional Manager, Advanced Tax PlanningOct 16 - PresentRaymond JamesBranch ManagerApr 04- Apr 07
Daniel SandevilleProduct Manager Financial ServicesView Profile, daniel sandevilleMatt UreelAssociate PE VCView Profile, matt ureelJared CrewseChief Accounting Officer CAOView Profile, jared crewse