Account Type**** *****Account Owner******* ***Account Opps/Deals***** *******Closed Won • Oct 24***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Cc Group Advisors LlcPrincipalJun 23 - PresentThe Mb Group LlcTax Strategy ManagerMay 22- Jun 23KepnercpaAccountant - Enrolled AgentJan 18- Sep 18
David FarrellIndustry Relations LeadView Profile, david farrellJeffrey SternPrincipalView Profile, jeffrey sternBrian StuddardPrincipalView Profile, brian studdard