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
Piedmont Fund ServicesDirector Of Business DevelopmentDec 20 - PresentPwcSenior Tax Associate PWCDec 19- Aug 20Soundpost PartnersChief Financial Officer / Chief Compliance OfficerJun 06- Dec 13
Rj Bilal JaniDirector Of Business DevelopmentView Profile, Rj Bilal JaniDerek CrosenDirector Of PartnershipsView Profile, Derek CrosenGretchen SpannExec Director 2 100 Small Group Account ManagementView Profile, Gretchen Spann