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
Anchor Point Management GroupTax DirectorJan 25 - PresentExencial Wealth AdvisorsCFO and Tax DirectorJan 16- Jan 25The Cj GroupSenior Tax ManagerNov 12- Jan 16
William RobertsFinancial AdvisorView Profile, William RobertsHamed BeytollahSenior Manager FP AView Profile, Hamed BeytollahRainer OhstCFOView Profile, Rainer Ohst