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
H R BlockTax Pro Advisory Council - MemberDec 18 - PresentSwk Technologies IncDirector Of Business DevelopmentOct 21- Jun 22Integrated Business Systems IncHelping CRE Property Managers & Construction Firms to Help Improve ReturnsMay 19- Sep 21
John AverillHead Of RiskView Profile, John AverillJulio NovoInvestment AnalystView Profile, Julio NovoMary SetlikPortfolio ManagerView Profile, Mary Setlik