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
Benefits All InChief Financial OfficerMar 24 - PresentDucks In A RowFounder & CEO - of a top award winning Accounting Firm based in Cincinnati OhioJan 95- Jun 21Fidelity InvestmentsOperational SpecialistNov 93- Aug 95
James LynchManaging Director Fixed Income TraderView Profile, James LynchNick DaviouSVP FinanceView Profile, Nick DaviouKerri GandinManaging Director Investment OperationsView Profile, Kerri Gandin