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
True North AdvisorsSenior Wealth ManagerFeb 13 - PresentJ P MorganAssociate BankerSep 07- Jan 13MassmutualFinancial AdvisorApr 03- Jun 05
Bob MitgangPartner Certified Public AccountantView Profile, Bob MitgangYair SegevNY Practice Lead CFO ServicesView Profile, Yair SegevBryan WakefieldPrincipal Fractional CFO ServicesView Profile, Bryan Wakefield