Account Type******** ***Account Owner******* ********Account Opps/Deals*** ***Closed Won • Oct 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
Craig DagnallGlobal Director Of Financial ServicesView Profile, craig dagnallFanny Perrot SorelFinance Transformation VPView Profile, fanny perrot-sorelHen ShovalPrincipal Director Of InvestmentsView Profile, hen shoval