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
DeloitteTax SeniorSep 21 - PresentCohnreznick LlpExperienced Tax AssociateJan 21- Jan 21Cbiz Advisory ServicesTax AssociateJan 19- Jan 20
Reed DavisSenior Wealth AdvisorView Profile, reed davisEmmanuel GilmoreSenior Financial Planning SpecialistView Profile, emmanuel gilmoreMatthew KoeglerSenior Financial AnalystView Profile, matthew koegler