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
Rene VolentineDirector Tax Compliance And Investor ReportingView Profile, Rene VolentineDanielle VincentSVP Head Of Partnership Financing BusinessView Profile, Danielle VincentBhavik PandyaSenior Director InvestmentsView Profile, Bhavik Pandya