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
The Concierge AccountantVirtual CFO & Cash Flow StrategistMar 17 - PresentGlgExpertMay 24 - PresentExpert InstituteAccounting & Finance Expert WitnessApr 24 - Present
Nicole BallestrinFounder Part Time CFO AdvisorView Profile, nicole ballestrinAni MildianiBusiness Development InvestmentsView Profile, ani mildianiJoshua CohenPartner Wealth Management AdvisorView Profile, joshua cohen