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
Oneaz Credit UnionPresident & CEOMay 23 - PresentAllied Solutions LlcHead of Corporate DevelopmentJan 22- May 23Wellby FinancialPresident & CEOJan 18- Jan 21
Jason TraffPresident CofounderView Profile, Jason TraffBen BrookCo Founder CEO TranscendView Profile, Ben BrookDavid EllisChairman 2021 2022View Profile, David Ellis