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
Rsm Us LlpDirector - Financial Consulting, Finance as a ServiceSep 20 - PresentCcs International IncBoard MemberJul 16 - PresentBrilliantPractice Director - Management ResourcesApr 17- Sep 20
John BassettAnalyst Retirement ServicesView Profile, John BassettKevin CauldwellFinancial ProfessionalView Profile, Kevin CauldwellSabrina LuInvestorView Profile, Sabrina Lu