Account Type*** *****Account Owner******** ***Account Opps/Deals***** ***Closed Won • Mar 25**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Allinial GlobalPresident and CEOAug 20- Dec 24AicpaExecutive Vice President - Firm ServicesJul 06- Aug 20Dopkins Company LlpDirectorJan 94- Jan 03