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
Creative PlanningValuation SpecialistApr 21 - PresentCastle Wealth Advisors LlcValuation SpecialistOct 18- Apr 21Mga Professional CorporationAccountantJan 17- Oct 18
Neil HayesDirector Of Finance OperationsView Profile, Neil HayesRaviv SegalCFOView Profile, Raviv SegalTrinh DaoAssistant ControllerView Profile, Trinh Dao