Account Type****** ***Account Owner**** ******Account Opps/Deals**** ********Closed Won • Oct 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Creative Planning Business ServicesPartner/ Director, TaxJan 23 - PresentMhcsTax DirectorJan 19- Jan 23Rsm Us LlpTax DirectorFeb 04- Jan 19
Mandy Morgan SaChief Financial OfficerView Profile, mandy morgan saRuss OdomChief Financial OfficerView Profile, russ odomJulia SakovskaGroup CFO Executive Committee MemberView Profile, julia sakovska