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
Chess HealthCFOApr 19 - PresentConscience VcFinancial Services ConsultantJul 18- Apr 19Penn TrafficSr Manager Financial Planning & AnalysisMar 08- Feb 10
Julia RitermanFinance ManagerView Profile, Julia RitermanAlex SchultzWealth AdvisorView Profile, Alex SchultzChristopher NovosakState And Local Tax Indirect Senior AssociateView Profile, Christopher Novosak