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
Moss AdamsPartner Family OfficeApr 19 - PresentBoston PrivateManaging Director of Family Office ServicesAug 11- Apr 19DeloitteTax ManagerFeb 10- Jul 11
Bogdan IvanovScheduling Operations Team LeaderView Profile, Bogdan IvanovJoshua A ClarkManager Major Incident ManagementView Profile, Joshua A ClarkLisa MalloySpecial Event CoordinatorView Profile, Lisa Malloy