Account Type***** *****Account Owner***** ****Account Opps/Deals***** *******Closed Won • Feb 25****K $Closed
***** ****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
FiverityInvestor/Advisor Jul 18 - PresentThe Dorfman Group LlcManaging PartnerApr 19 - PresentCentricalVP SAP AllianceOct 19- Mar 24
Sean CollinsFinance Business PartnerView Profile, Sean CollinsRoderick PattersonInvestment Advisor RepView Profile, Roderick PattersonMark StannardFund Reporting ExecutiveView Profile, Mark Stannard