Account Type*** ********Account Owner**** ***Account Opps/Deals**** *******Closed Won • Oct 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
SertifiCFOJan 20 - PresentFrain IndustriesCFOOct 09- Jan 20Enesco LlcAssistant ControllerJul 06- May 09
Jacob MartinezRelationship Manager CFO ServicesView Profile, jacob martinezCluhein Trubshaw CfpAssistant Trust ManagerView Profile, cluhein trubshaw cfp®David SiinoPortfolio ManagerView Profile, david siino