Account Type****** ***Account Owner***** *******Account Opps/Deals******* ******Closed Won • Oct 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Soltis Investment AdvisorsChief Financial OfficerNov 24 - PresentCbiz Advisory ServicesDirector and Outsourced CFOOct 18- Dec 24Eide Bailly LlpSenior ManagerDec 15- Sep 18
Andrew SteinEVP Head Of Commercial And Real Estate Banking And Specialty Finance Eastern RegionView Profile, andrew steinMelinda ArtisVice President Global ControllerView Profile, melinda artisLee DabberdtChief Financial OfficerView Profile, lee dabberdt