Account Type*** ******Account Owner******* *****Account Opps/Deals****** ****Closed Won • Dec 24***K $Closed
*** *****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Advantage CapitalSVP, Investor Relations - State LIHTCJul 24 - PresentBerkadiaVP, Mortgage Banking OriginationsMar 22- Jul 24Bernstein Private Wealth ManagementVice President, CFP®Oct 19- Feb 22
David KellyChief Financial OfficerView Profile, david kellyMichelle KilloranFounder Fractional CFOView Profile, michelle killoranStephen KlineVP FinanceView Profile, stephen kline