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
NorthstarFinancial PlannerDec 24 - PresentDentist AdvisorsFinancial AdvisorMay 23- Oct 24SecfiFinancial AdvisorDec 22- May 23
Ben ShukroonFinancial ControllerView Profile, Ben ShukroonDavid GroesbeckFinancial Systems SpecialistView Profile, David GroesbeckTom ValadaoAudit Manager New EnglandView Profile, Tom Valadao