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
KevelChief Financial OfficerMar 20 - PresentMorningstarDirector of InnovationFeb 16- Jul 16HellowalletDirector Financial Planning & AnalysisMar 14- Feb 16
Evelyn DuanGrowth Equity VPView Profile, Evelyn DuanAmber BorchersSenior Vice President FinanceView Profile, Amber BorchersLars KullstamSVP Global Compliance Enterprise Credit Risk Technology Initiative Financial Portfolio ManagerView Profile, Lars Kullstam