Account Type******** ********Account Owner******* ****Account Opps/Deals**** *****Closed Won • Oct 24**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Regional District Of North OkanaganFinancial AnalystJul 23 - PresentConnectcpa LlpManager, Technology & OnboardingMay 17- Jul 23Strawhouse IncAccountantSep 16- Apr 17
Weiling YPortfolio ManagementView Profile, weiling y.Matthew KaufmanFinancial AnalystView Profile, matthew kaufmanAbby LeisenSenior Wealth Management AssociateView Profile, abby leisen