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
Flagstone Financial ManagementShareholder & Lead Wealth AdvisorAug 17 - PresentUnion Bank TrustInvestment OfficerMay 06- Aug 17
Anca MihalceaFinance LeadView Profile, Anca MihalceaBetsi BarrettR D Tax Credit Practice LeaderView Profile, Betsi BarrettHsu Min KangSenior Tax AssociateView Profile, Hsu Min Kang