Account Type****** ********Account Owner***** *******Account Opps/Deals******** ********Closed Won • Nov 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
AccordionCFOFeb 15 - PresentMaestroChief Financial OfficerMar 16 - PresentEvercoreManaging DirectorJul 07- Jan 15
Brett ChilesManaging Director Partners Finance Member FINRA SIPCView Profile, brett chilesGregory FunkVP Corporate ControllerView Profile, gregory funkJeff GlickmanPartner In Charge State Local Tax ServicesView Profile, jeff glickman