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
Luas PartnersFinance DirectorJan 23 - PresentPinpointaiConsultantJan 23- Jan 25Forma AiSenior Manager - Finance & TechnologyMar 21- Oct 22
Rohan AnandSenior Finance AssociateView Profile, rohan anandLewis NaylorDirector FP AView Profile, lewis naylorBrian WhiteWealth Management AdvisorView Profile, brian white