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
IntellishiftVice President, ControllerJul 19 - PresentConcern HousingChief Financial OfficerJun 18- Jul 19Cerini And Associates LlpManagerSep 09- Jun 18
David SmithCo Founder EVP Financial Advisor Private Wealth ET Fadvisor MagazinesView Profile, david smithRoosevelt Dawkins IiiHead Of Account Transfers And Money MovementView Profile, roosevelt dawkins iiiBriana GallardoVP Of AccountingView Profile, briana gallardo