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
StensulControllerApr 24 - PresentYour Part Time Controller LlcControllerFeb 23- Mar 24Quartet HealthAssistant ControllerJun 20- Nov 22
James FraserAssociate Director Fund FinanceView Profile, James FraserHenrique UPartnerView Profile, Henrique URob CarlsonInvesment Advisor Representative Registered RepresentativeView Profile, Rob Carlson