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
SharpenChief Financial OfficerFeb 24 - PresentSparkrockVP of FinanceAug 23- Feb 24Saasoptics Is Now MaxioInterim Chief Financial OfficerNov 21- May 22
Isaiah Thomas AndreulaSenior Director Financial Planning ConsultationView Profile, Isaiah Thomas AndreulaBradley HillVice President Regional Support Lead JP Morgan Wealth ManagementView Profile, Bradley HillBryan BrintonCFO Co FounderView Profile, Bryan Brinton