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
Bbt LiveActing CFOJan 25 - PresentFaiPartner & CFOJul 24 - PresentAiris LabsActing CFOJul 23 - Present
Leonora TengCFOView Profile, leonora tengHal TerrEstate And Trust Tax Partner Private Client ServicesView Profile, hal terrMichaela CopenhaverInvestment AssociateView Profile, michaela copenhaver