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
Aniles Company Cpa FirmSenior AccountantMay 24 - PresentUltimus Leverpoint Private Fund SolutionsSenior Fund AccountantApr 23- May 24Wisdom Natural BrandsAccounting ManagerNov 22- Apr 23
Sam WilkersonSenior Wealth AdvisorView Profile, Sam WilkersonYuval BaruchSenior Associate Internal Audit Risk ManagementView Profile, Yuval BaruchCaroline RichardsonSenior Financial AnalystView Profile, Caroline Richardson