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
Ultimus Fund SolutionsAccounts Payable CoordinatorJan 22 - PresentOrion Advisor Solutions LlcAccounts Payable SpecialistMay 13- Jan 22North Star Financial Services Group LLCAccounts Payable SpecialistMay 13- Jan 22
Brian KlingCPAView Profile, brian klingSamuel KalanziDerivative Ops Senior AnalystView Profile, samuel kalanziChristopher RoufailFP A AnalystView Profile, christopher roufail