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
Gunner HutchinsDirector Of FinanceView Profile, Gunner HutchinsJeremiah SchattDirector Of Financial Planning Analysis Gen CoView Profile, Jeremiah SchattAoife McgloughlinHead Of Financial RiskView Profile, Aoife Mcgloughlin