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
FormaAccounting LeadFeb 24 - PresentBenchlingSenior Corporate AccountantMay 20- Feb 24Frank Rimerman Co LlpSenior Assurance and Advisory AssociateApr 19- Oct 19
Julian Alzate CortesFinancial DirectorView Profile, Julian Alzate CortesBrian WhiteWealth Management AdvisorView Profile, Brian WhiteFiona ZhangSenior Investment AssociateView Profile, Fiona Zhang