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
H R BlockMaster Tax AdvisorNov 18- Apr 21All Shepherds Lutheran ChurchChief Financial OfficerMay 10- Mar 15BirchtechDirector, Investor Relations & Corporate CommunicationsNov 11- Jan 14
Brett MaxamChief Financial OfficerView Profile, Brett MaxamGrace NgaiExecutive Director Market Director Wealth J P Morgan Wealth ManagementView Profile, Grace NgaiFionn OkeeffeChief Financial OfficerView Profile, Fionn Okeeffe