Account Type******** ***Account Owner**** *****Account Opps/Deals*** *******Closed Won • Feb 25**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
James Surman Goldberg CpaCertified Public AccountantNov 24 - PresentCarr Riggs IngramSenior Tax ManagerMay 24- Oct 24CohnreznickSenior Tax ManagerMar 23- May 24
Kendra RichardsFinancial AdvisorView Profile, Kendra RichardsAudrey BouchardDirector Of FinanceView Profile, Audrey BouchardGerald NashAssociateView Profile, Gerald Nash