Account Type**** ********Account Owner***** ****Account Opps/Deals*** *******Closed Won • Mar 25**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
Jeff MayDirector Of FP AView Profile, Jeff MayVu TranAssistant ControllerView Profile, Vu TranSherine Kate VillanuevaStaff AccountantView Profile, Sherine Kate Villanueva