Account Type******* *******Account Owner****** *****Account Opps/Deals******* *******Closed Won • Dec 24**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
Devon LangeFinancial ControllerView Profile, devon langeKatrina MackaySenior Manager Investment Advisory And FundingView Profile, katrina mackayKrystena StempelStaff AccountantView Profile, krystena stempel