The Sales Development and Account Management team at Source Advisors is responsible for driving business growth and fostering lasting client relationships. This team works closely with clients to understand their needs and ensure successful implementation of tax consulting solutions, while also identifying new opportunities within existing accounts. Through proactive outreach and strategic partnership management, they aim to support clients in maximizing tax credits and incentives, reflecting the company's commitment to trust and integrity.
Brad Gartman
Client Success Manager, Team D...
Jessica Lachance
Senior Account Manager
Jessica T.
Project Coordinator
Julianne Kaplani
Client Success Manager
Julie Vincent
Account Manager
Keith Barreras
Lead Account Executive - Goat....
Madison G.
Account Manager
Margaret Tripp (Pegg...
Account Manager
Sheryl Nazzaro
Client Success Manager
Stephanie Cravotta
Client Success Manager
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