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
Pure Financial Advisors LlcChief Financial Officer & Managing PartnerAug 21 - PresentCarson GroupManaging Director, Mergers & AcquisitionsApr 18- Aug 21Focus Financial PartnersSenior Associate - M&AJan 13- Mar 18
Max BVice President FinanceView Profile, Max BAmir MirzaChief Financial OfficerView Profile, Amir MirzaEve EllisWealth Advisor VPView Profile, Eve Ellis