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
StepControllerNov 24 - PresentPoshControllerNov 22- Jul 24ClickupAccounting Operations ManagerSep 21- Nov 22
Financial AdvisorExpert Financial Advisor With Harvard Doctorate Degree OfferView Profile, Financial AdvisorDaniel PalmerAccounting ManagerView Profile, Daniel PalmerScott PetersonFinance ManagerView Profile, Scott Peterson