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
Sequoia Financial GroupDirector, Wealth AdvisorNov 23- Feb 24Bdo UsaTax Senior, Alternative InvestmentsSep 16- May 19Kpmg UsAudit Associate, Alternative InvestmentsJul 15- Sep 16
Joe SwaneyAudit Senior AssistantView Profile, Joe SwaneyTina MartinExecutive Assistant To CFOView Profile, Tina MartinAnnesha DasInternal AuditorView Profile, Annesha Das