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
Chicano Federation Of San Diego CountyAccountantMar 23 - PresentCopia Wealth StudiosAccountantJun 20- Feb 23Advantage SolutionsAccountantJun 17- Apr 20
Carmela SitaSenior Pricing AnalystView Profile, Carmela SitaWalter Miller EaTax AssociateView Profile, Walter Miller EaDavid WeinstockPrivate Wealth ManagementView Profile, David Weinstock