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
Sierra Investment ManagementChief Financial OfficerJun 24 - Present8020 ConsultingBusiness ConsultantSep 23- Jun 24WestbrookVP of Financial ReportingApr 22- Jul 23
Vince PasqualicchioInvestments Chief Operations OfficerView Profile, Vince PasqualicchioPatrich SimpkinsChief Financial OfficerView Profile, Patrich SimpkinsDani MitchellFounder Financial Education CoachView Profile, Dani Mitchell