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
WellthChief Financial OfficerJan 24 - PresentMashginSVP of FinanceApr 22- Dec 23EmotiveVP of FinanceSep 20- May 22
Jason CoppersmithVice President Investment BankingView Profile, Jason CoppersmithSteve NovakSr Director Accountant PartnershipsView Profile, Steve NovakPete BoltonVP FP AView Profile, Pete Bolton