Account Type*** ****Account Owner***** ***Account Opps/Deals**** ****Closed Won • Nov 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
SFP WealthFinancial AdvisorOct 23 - PresentTrellis Software IncCFO/COOJan 21- Jan 23Locust WalkCOO/CFOJan 19- Jan 21
Philipp KrebsInvestment ManagerView Profile, philipp krebsClare SpicerFinance ManagerView Profile, clare spicerMichael E Soileau JrProject ControllerView Profile, michael e. soileau jr.