Account Type******** ***Account Owner****** ********Account Opps/Deals******* ***Closed Won • Aug 24**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Monte Carlos Consulting IncGlobal Chief Customer Happiness Officer | FCFO & CFO Tech Advisory Oct 23 - PresentDigitsAdvisor | FPAJul 24 - PresentOperators GuildMemberFeb 24 - Present
Michael BuchananVP FinanceView Profile, michael buchananRandall KrenzinManaging Director Wealth Management Portfolio Manager Family Wealth Director Financial AdvisorView Profile, randall krenzinBecky GullettVP Treasury Sales OfficerView Profile, becky gullett