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
DehavillandGroup CFOSep 23 - PresentForefront AdvisersGroup CFOSep 23 - PresentAzerion UkChief Financial OfficerFeb 22- Aug 23
Joseph AmbrosioDirector Enterprise FP AView Profile, Joseph AmbrosioPeggy BartmanFamily Office Accounting ManagerView Profile, Peggy BartmanMichael ApelianManager Tax Operations Customer SupportView Profile, Michael Apelian