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
Nextgen AdvisorsOwnerMar 17 - PresentRaymond JamesFinancial Advisor CFP®Feb 10 - PresentKiwanis InternationalBoard MemberJan 08- Jan 15
Bill BorchersTechnical Director Corporate ControllershipView Profile, Bill BorchersVrajesh MehtaAssociate Vice President Finance North AmericaView Profile, Vrajesh MehtaSvitlana GrankovskaFractional CFO Head Of CFO Advisory PracticeView Profile, Svitlana Grankovska