Account Type***** ********Account Owner*** ******Account Opps/Deals**** *******Closed Won • Nov 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Shrier Associates LlcSenior Investment AdvisorMar 24 - PresentHuckleberry Capital ManagementInvestment AdvisorAug 16- Mar 24FernleafChief Financial OfficerJul 21- Jul 22
Alexander KhmelevskoySenior Financial Planning Analyst Global FP AView Profile, alexander khmelevskoyJo Anne MorrisSenior Tax ManagerView Profile, jo anne morrisBrenda CanchonSr Financial AnalystView Profile, brenda canchon