Account Type******* *******Account Owner******* ********Account Opps/Deals**** *******Closed Won • Mar 25**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Polk AdvisorsCo-Founder & PresidentJan 20 - PresentNeo TaxCo-Founder & Chief Tax OfficerFeb 20- Aug 22Kruze ConsultingVP of TaxNov 17- Nov 19