Account Type*** *****Account Owner****** ********Account Opps/Deals*** ******Closed Won • Feb 25**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Sonoran CapitalAcquisitionsFeb 23 - PresentOnplanChief Financial OfficerJan 18 - PresentTexas Tax LoanPresidentJan 23 - Present
Mary TannerVice President Of FinanceView Profile, Mary TannerJordan MayersManaging Director Portfolio Management Director Private Wealth AdvisorView Profile, Jordan MayersAditya AgarwalaExecutive FP AView Profile, Aditya Agarwala