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
J Hall CompanyAccounting ManagerJan 25 - PresentMoss CoSenior Account DirectorJan 24- Sep 24FloqastSr Expert Services ConsultantOct 17- Dec 23
Peter ThomsonFinance ConsultantView Profile, Peter ThomsonZachary TurbinIncoming Equity Research InternView Profile, Zachary TurbinRaul RomeroFinancial Planning ManagerView Profile, Raul Romero