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
Gerry FloydDirector Tax TreasuryView Profile, Gerry FloydPedro GrauGlobal Head Of Regional Markets Underwriting At Institutional Credit ManagementView Profile, Pedro GrauSusan CzocharaDirector Head Of Public Funds Taft Hartley And NFPView Profile, Susan Czochara