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
HolistiplanControllerFeb 25 - PresentFirst Insight IncControllerJan 14- Jan 25Sisterson Co LlpSupervisor, Assurance ServicesJan 09- Jan 14
Lars HenriksenDirector FX TradingView Profile, Lars HenriksenJason FanjeauInvestment Merchant BankingView Profile, Jason FanjeauJohn WeemsDirector Of Retirement ServicesView Profile, John Weems