Account Type******* *****Account Owner**** ***Account Opps/Deals******** *******Closed Won • Mar 25***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
First AnalysisChief Financial Officer of the First Analysis FundsJul 22 - PresentRsm Us LlpSenior Manager TaxNov 14- Jul 22AndersenTax ManagerNov 11- Oct 14