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
Oakwood Capital Partners LlcOwner, President, CEO (www.oakwoodcp.com)Apr 20 - PresentOakwood Capital Advisors LlcOwner, President & CEO, Senior Financial Advisor (www.oakwoodca.com)Apr 18 - PresentOakwood Capital Accounting Tax AdvisorsChief Executive Officer (www.oakwoodcata.com)Nov 23 - Present
Scott WardChief Financial OfficerView Profile, Scott WardTal WaiserCFOView Profile, Tal WaiserEran PerryChief Financial OfficerView Profile, Eran Perry