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
ComplytCEO & Co-FounderNov 21 - PresentEyU.S. Tax ManagerJul 17- Nov 21Shibolet CoTax Legal InternMar 16- Mar 17
Alex SchwartzCo FounderView Profile, alex schwartzLoran ShanahanChief Administrative Officer CAO Of NuveenView Profile, loran shanahanTori RotchfordArea Vice PresidentView Profile, tori rotchford