Account Type******* ***Account Owner*** ******Account Opps/Deals*** ****Closed Won • Feb 25***K $Closed
******** ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Cfo And Company Cfo CoCFO Consultant and Managing PrincipalApr 11 - PresentAssuredpartnersVP Commercial Insurance | Real Estate Risk SpecialistJun 20- Apr 23Kaufman RossinCPASep 80- Dec 87
Jeff SmulevitzExecutive Financial Services Director Vice President CFP Financial AdvisorView Profile, Jeff SmulevitzChristine WestSenior Managing Partner Financial Professional ServicesView Profile, Christine WestSneha Shirish KanabarVP Of FinanceView Profile, Sneha Shirish Kanabar