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
AriseCorporate ControllerMay 20- Jun 23Cbiz Cpas P CShareholder/DirectorJan 09- Jul 09Cbiz Advisory ServicesVice President/ControllerJul 07- Dec 08
Connor AnthonyInvestorView Profile, Connor AnthonyDavid Haslam CfpSenior Portfolio ManagerView Profile, David Haslam CfpBenjamin BeachHead Of FP AView Profile, Benjamin Beach