Account Type******* ****Account Owner**** *****Account Opps/Deals******* ******Closed Won • Nov 24***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
KevelChief Financial OfficerMar 20 - PresentMorningstarDirector of InnovationFeb 16- Jul 16HellowalletDirector Financial Planning & AnalysisMar 14- Feb 16
Saif MalikCapital Planning Operations Senior Director FinanceView Profile, saif malikScott ChinVP Corporate TreasurerView Profile, scott chinTimothy FletcherCEO Financial Services Group USView Profile, timothy fletcher