Account Type*** ****Account Owner***** ****Account Opps/Deals*** *****Closed Won • Nov 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Cerity PartnersAssociateMay 22 - PresentWilliam BlairAdministrative AssociateJan 07- Jan 19ShorebankSenior Staff AccountantJan 98- Jan 01
Deanna GoutzosJunior Accounting ManagerView Profile, deanna goutzosChelsea SnivelyPayment SpecialistView Profile, chelsea snivelyTammy AdlerFinancial Services AdvisorView Profile, tammy adler