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
K 1 Investment ManagementManaging DirectorJan 16 - PresentAspiriantManager - Wealth ManagementJan 10- Jan 16HcvtAdvanced Associate - TaxJan 07- Jan 10
Pam RosserTrusteeView Profile, pam rosserGriffin MaherThird Party Risk And Data Solutions At MoodysView Profile, griffin maherSteve ChanSr Manager Technology ServicesView Profile, steve chan