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
John QuinSVP Financial AdvisorView Profile, john quinPeter DaytonConsulting COO CFO M A AdvisorView Profile, peter daytonLina ChenVice President Loan Syndicate DistributionView Profile, lina chen