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
Sequoia Financial GroupDirector, Wealth AdvisorNov 23 - PresentArmaninoSenior Consultant, CFO Advisory ServicesJun 19- Feb 20Bdo UsaTax Senior, Alternative InvestmentsSep 16- May 19
Stephanie NegroDirector Of FinanceView Profile, stephanie negroDaniel SweeneyDirector InvestmentsView Profile, daniel sweeneyAuxanne AlixComptableView Profile, auxanne alix