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
Rockridge Financial ServicesOwnerMay 06 - PresentAprioFractional CFO/Controller for firm clients Jan 00- Jan 02
Charles LambNetwork ArchitectView Profile, Charles LambMary KennedyCommercial Operations ManagerView Profile, Mary KennedyStephanie WiggintonMeeting Event Manager IIView Profile, Stephanie Wigginton