As an accomplished senior vice president with over 13 years in the technology industry, this candidate has consistently driven success through their expertise. their expertise includes caitlin roos is a senior vice president and private cli...

Bringing over 12 years of hands-on experience as a senior associate wealth management advisor, this candidate excels in delivering high-quality outcomes in the accounting field. their expertise includes client facing associate serving an in...

Drawing on 9 years of experience, this vp, internal audit manager has made a lasting impact in the accounting, known for their strategic approach and commitment to results. their expertise includes led the regulatory compliance audit projec...

Drawing on 2 years of experience, this client associate has made a lasting impact in the technology, known for their strategic approach and commitment to results. their expertise includes collaborated closely with an assigned sales financia...

With more than 13 years of experience as a accounting manager, this professional has built a reputation for excellence in the accounting sector. their expertise includes prepare schedules to support month-end and quarter-end closing and int...

Drawing on 4 years of experience, this tax consultant ii has made a lasting impact in the technology, known for their strategic approach and commitment to results. their expertise includes ? conducted comprehensive training sessions for tea...

Bringing over 23 years of hands-on experience as a senior wealth management advisor, this candidate excels in delivering high-quality outcomes in the technology field. their expertise includes strategy to implement. analyzed client financia...

As an accomplished staff accountant with over 13 years in the technology industry, this candidate has consistently driven success through their expertise. their expertise includes a proud member of the baldwin risk partners family of firms...

With more than 22 years of experience as a wealth management / client service associate, this professional has built a reputation for excellence in the technology sector. their expertise includes worked for the largest producing financial c...

As an accomplished wealth management advisor with over 29 years in the technology industry, this candidate has consistently driven success through their expertise. their expertise includes responsible for the relationship management of exis...

With more than 9 years of experience as a financial planner, this professional has built a reputation for excellence in the education sector. their expertise includes serve as a financial planning specialist with an ria wealth management fi...

With more than 16 years of experience as a assistant vice president, wealth management officer, this professional has built a reputation for excellence in the technology sector. their expertise includes oversee the administration of account...

Bringing over 2 years of hands-on experience as a wealth management professional, this candidate excels in delivering high-quality outcomes in the technology field. their expertise includes oversaw client onboarding, portfolio maintenance, ...

As an accomplished associate wealth management advisor with over 25 years in the technology industry, this candidate has consistently driven success through their expertise. their expertise includes partnered with advisor to grow practice t...

Drawing on 1 years of experience, this nan has made a lasting impact in the automotive, known for their strategic approach and commitment to results. their expertise includes uncovered clients financial needs, effectively managing client ex...

Drawing on 31 years of experience, this financial advisor has made a lasting impact in the technology, known for their strategic approach and commitment to results. their expertise includes a full-service financial planning firm financial a...

Bringing over 16 years of hands-on experience as a vice president and wealth management planning officer, this candidate excels in delivering high-quality outcomes in the technology field. recognized for their strategic vision and collabora...