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
Unified Finance OrganizationFractional CFOMay 14 - PresentRfg IncBusiness DevelopmentMar 09- Mar 10Healthmarkets IncIndependant SalesJun 07- Feb 09
Nelly BerkovskayaExecutive Financial Services Director Family Wealth Director First Vice PresidentView Profile, Nelly BerkovskayaRob LaneChief Financial OfficerView Profile, Rob LaneJim CoxChief Financial OfficerView Profile, Jim Cox