Account Type*** *******Account Owner******** ********Account Opps/Deals**** *******Closed Won • Dec 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
SequoiaAdvisor, Financial ServicesNov 22 - PresentCreative PlanningAssociate ConsultantJan 22- Nov 22Bukaty CompaniesClient Services AssociateJun 10- Jun 12
Jb ThompsonInvestment Banking AssociateView Profile, jb thompsonJan MccreadyPayroll And Accounting ManagerView Profile, jan mccreadyRoisin Leonard MaxceyAccounting ManagerView Profile, roisin leonard maxcey