Account Type**** ****Account Owner******* *******Account Opps/Deals****** *****Closed Won • Aug 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Ascendant Financial IncInfinite Banking AdvisorJan 24 - PresentLatitude Wealth ManagementLatitude Wealth ManagementJan 20- Jan 24SprizaConsultantJan 13- May 15
Irv WilliamsonFractional CFO Quick Books And Power BI ExpertiseView Profile, irv williamsonNathalie NormandControleur FinancierView Profile, nathalie normandAlex FishmanPension And Financial PlanningView Profile, alex fishman