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
Whitley PennAudit AssociateJun 24 - PresentEide Bailly LlpAudit InternAug 22- May 23Condley And Company L L PEstate and Trust Tax InternJan 22- May 22
Trey SwanPortfolio Management AssociateView Profile, trey swanXiuling Cathy LiSenior AccountantView Profile, xiuling (cathy) liDavid Durrant Acma CgmaGlobal Homecare R D Finance ManagerView Profile, david durrant acma cgma