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
Anchor Point Management GroupTax DirectorJan 25 - PresentExencial Wealth AdvisorsCFO and Tax DirectorJan 16- Jan 25The Cj GroupSenior Tax ManagerNov 12- Jan 16
Josh WalkerClient Partner Financial ServicesView Profile, Josh WalkerTheresa Trest WebbAccounting ManagerView Profile, Theresa Trest WebbRinat RemlerPartner CFOView Profile, Rinat Remler