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
Fluent Trade TechnologiesVP Finance (reporting to CEO)Nov 24 - PresentForward Thinking SystemsChief Financial OfficerJan 24 - PresentCoroCFO/EVP FinanceJan 16- Jan 24
Michelle LeeSenior Vice President Commercial Middle Market BankingView Profile, Michelle LeeKevin LottiSenior Vice President Wealth Management ConsultantView Profile, Kevin LottiKelly Wells SchneiderVP Global ControllerView Profile, Kelly Wells Schneider