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
Navolio Tallman LlpTax Partner | Partner-In-Charge of Family OfficeSep 09 - PresentMerrill LynchSummer Intern - Global Wealth ManagementJun 08- Aug 08
Jacob HertzBudget Management Expert ServicesView Profile, Jacob HertzNathan Van De GraaffPricing And Monetization ManagerView Profile, Nathan Van De GraaffDavid RowandControllerView Profile, David Rowand