Account Type*** ********Account Owner*** ****Account Opps/Deals***** *****Closed Won • Nov 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
Rob LeffChief Financial OfficerView Profile, rob leffJoe HobanSenior Director Commercial FinanceView Profile, joe hobanSteven DilemmeChief Accounting OfficerView Profile, steven dilemme