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
Wealth Financial Services Tax AdvisoryDirector, Growth & Business TransformationOct 24 - PresentCerity PartnersPrincipal & Director of MarketingNov 19- Oct 23Community Tax LlcSenior Marketing StrategistJan 18- Nov 19
Prateek JainDirector Enterprise StrategyView Profile, Prateek JainRyan DevittAssociate Director US Market Access Channel StrategyView Profile, Ryan DevittRob RichterConsultant Strategy Relations DirectorView Profile, Rob Richter