Account Type*** ******Account Owner*** ********Account Opps/Deals****** *****Closed Won • Dec 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 WallaceSenior Vice President Financial AdvisorView Profile, david wallaceKevin McgreeChief Financial OfficerView Profile, kevin mcgreeTara PettaAssociate Vice PresidentView Profile, tara petta