Account Type****** ******Account Owner******* ***Account Opps/Deals*** ***Closed Won • Oct 24***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Moss AdamsAssurance SeniorJul 23 - PresentSan Diego State UniversityLead Junior Counselor - Student Financial CenterNov 21- Jun 23Moss AdamsAssurance InternJun 22- Aug 22
Jan RezlerSenior Financial AdvisorView Profile, jan rezlerCamelia PopescuInvestment ExecutiveView Profile, camelia popescuBhoomi MehtaSenior Revenue AccountantView Profile, bhoomi mehta