Account Type***** ********Account Owner*** ***Account Opps/Deals*** *****Closed Won • Oct 24**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
Emily MassonAssociate Director Group ReportingView Profile, emily massonJose Van Den BoschManager Financial Planning AnalysisView Profile, josé van den boschAndy PlotnerHead Of Tax Exempt Planning And AdviceView Profile, andy plotner