Account Type****** *******Account Owner**** ********Account Opps/Deals******** ********Closed Won • Jan 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
Brijesh Bharatiya FccaHead Of FinanceView Profile, Brijesh Bharatiya FccaCrystal ButlerCompliance And Payments ManagerView Profile, Crystal ButlerJeffrey LiangPayroll CoordinatorView Profile, Jeffrey Liang