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
TegusSenior Equity Research AnalystJan 19- Jan 24Simon Fraser UniversityCanadian Equity Analyst at Student Investment Advisory ServiceOct 17- Sep 18CrediteaseWealth Management InternAug 16- Oct 16
Kendra FinlaySenior Staff AccountantView Profile, Kendra FinlayKara LangenderferSenior Tax Analyst Tax PlanningView Profile, Kara LangenderferBrittany MaloneSenior Tax ManagerView Profile, Brittany Malone