Account Type**** ********Account Owner******** ******Account Opps/Deals******* ****Closed Won • Dec 24****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Lloyd HodgeDirector Of Tax PlanningOct 16 - PresentRyanConsultantFeb 15- Apr 18Whitley PennTax StaffJan 14- Feb 15
Yael Kochman 🎗️CBOView Profile, yael kochman 🎗️Brian RogersPartner Head Of EquitiesView Profile, brian rogersDanielle TFinancial Services ProcessorView Profile, danielle t.