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
NotabeneHead of FinanceDec 24 - PresentObligoVP of FinanceJul 23- Oct 24PlaidStrategic FinanceJan 19- Jan 20
Kevin HavermannInvestment Associate Capital DeploymentView Profile, Kevin HavermannLouis GreenWealth AdvisorView Profile, Louis GreenSandi KennedyStaff Accountant II Senior Accountant Accounting Supervisor Staff Accountant IIIView Profile, Sandi Kennedy