Account Type****** ****Account Owner******* *******Account Opps/Deals*** ****Closed Won • Oct 24****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Exencial Wealth AdvisorsCFO and Tax DirectorJan 16 - PresentThe Cj GroupSenior Tax ManagerNov 12- Jan 16Cla CliftonlarsonallenTax ManagerNov 10- Nov 12
Sarah LiImport Pricing ManagerView Profile, sarah liJanet ChambersCFOView Profile, janet chambersMatthew HolmesAssociate DirectorView Profile, matthew holmes