Account Type******** ********Account Owner*** *****Account Opps/Deals******** ****Closed Won • Jan 25**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
IadvizeChief Financial OfficerSep 14 - PresentExpert InnovJunior Certified Public AccountantSep 09- Dec 12EySenior AuditorSep 03- Sep 09
Lulu CalbazanaVice President Risk ManagementView Profile, Lulu CalbazanaRob LeffChief Financial OfficerView Profile, Rob LeffJim SchraderVice President Financial AdvisorView Profile, Jim Schrader