Account Type**** *****Account Owner*** ********Account Opps/Deals******* *****Closed Won • Jan 25****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Allworth FinancialSenior Financial AnalystJul 21 - PresentCalstrsInvestment Officer - Private EquityFeb 19- Jul 21The Siegfried GroupSenior Associate ConsultantApr 17- Feb 19
Alexis FishTeam Lead Tax SpecialistView Profile, Alexis FishJim StanleySr Business Development Manager DisbursementsView Profile, Jim StanleyJayna Shoaf RadickSenior Accountant IIView Profile, Jayna Shoaf Radick