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
Fortis Advisors LlcM&A AccountingJul 19 - PresentEyBig 4 Auditor/ Financial and Management Accounting/CPA/ Board of Directors Sep 89- Mar 92
Paul JacksonPlanning AnalystView Profile, paul jacksonClaire ZhongInvestment Banking AnalystView Profile, claire zhongJeff SchadeCo Founder Financial PlannerView Profile, jeff schade