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
MotionpointChief Financial OfficerJan 23 - PresentMotility Software SolutionsChief Financial OfficerJun 18- Jan 23Itec Entertainment A Tait CompanyCFOJul 17- Jun 18
Aaron LibermanSenior Vice President Wealth ManageView Profile, Aaron LibermanDoug WuerlFirst Vice President Investments StifelView Profile, Doug WuerlDan VillanoVP ControllerView Profile, Dan Villano