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
BurklandIncome Tax DirectorDec 21- Oct 24Gelman Llp Cpas Business AdvisorsSenior AccountantJan 16- Jan 17Almich AssociatesTax AssociateFeb 08- Jan 09
Helen LamonteDirector Of FP AView Profile, Helen LamonteAnthony BolgerHead Of Private Capital MarketsView Profile, Anthony BolgerJeffrey KellyGeneral Manager Financial ServicesView Profile, Jeffrey Kelly