Account Type******* ******Account Owner*** ******Account Opps/Deals******** *******Closed Won • Jan 25**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
GeltHead of TaxDec 21 - PresentGruber And Associates P AExecutive DirectorSep 13- Dec 21J Larsen Associates LlcStaff AccountantNov 12- Sep 13
Rachael GoldwaitSr Director Corporate FP AView Profile, Rachael GoldwaitJoshua StavskyDirector Senior Financial AdvisorView Profile, Joshua StavskyTara LatiniHead Of Wealth DistributionView Profile, Tara Latini