Account Type****** ****Account Owner*** ***Account Opps/Deals******** ***Closed Won • Nov 24**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
EssensysExecutive Assistant to CEO/Founder & CFODec 19 - PresentAlgomiPersonal Assistant Jul 17- Nov 19
Elisabeth EricksonManager Accounting IntegrationView Profile, elisabeth ericksonThomas MoranPrivate Wealth ManagementView Profile, thomas moranSharon RibakHead Of TaxView Profile, sharon ribak