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
Meadows UrquhartPartnerJan 19 - PresentHeritage Wealth AdvisorsTax AccountantFeb 07- Sep 08Kpmg UsTax AssociateJan 04- Jan 07
Kristin BaptistaDirector Of FP AView Profile, kristin baptistaAshley ArterburyAccounting ManagerView Profile, ashley arterburyNavit RaananVP Of FinanceView Profile, navit raanan