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
EloomiSenior AccountantApr 24 - PresentCopyright AgentControllerDec 22- Sep 24TemplafyAccounts Receivable AccountantJun 20- Dec 22
Peter MahoneyFormer Senior Portfolio Manager At Met Life Investment Management RetiredView Profile, Peter MahoneyDanny ShefferWealth Management Trust Tax Services LeaderView Profile, Danny ShefferWilliam LaughlinSenior Financial Consultant And Regional Analytics ManagerView Profile, William Laughlin