Account Type******** ******Account Owner******** ****Account Opps/Deals**** ****Closed Won • Dec 24****K $Closed
***** ***Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Captive Resources LlcIndependent Financial ConsultantMar 16 - PresentUnited Refrigeration IncPresidentJan 90- Jan 92EyPartnerJan 81- Jan 90
Joelle LavinFinancial Operations ManagerView Profile, joelle lavinJeffery D KennerlyCertified Exit Planning Advisor Financial Planning Specialist Financial AdvisorView Profile, jeffery d. kennerlyNatalie HingGroup ControllerView Profile, natalie hing