Account Type**** ****Account Owner*** ***Account Opps/Deals******* *****Closed Won • Jul 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 - PresentHavenAdvisor | FPAJul 24 - Present
Sue NashMortgage Loan OriginatorView Profile, sue nashBrian BowmanPrice ControllerView Profile, brian bowmanRandall WatsekFinancial AdvisorView Profile, randall watsek