Account Type**** ******Account Owner*** ****Account Opps/Deals****** ******Closed Won • Jan 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
Aaron LevineChief Financial OfficerView Profile, Aaron LevineDavid GuttermanExecutive Vice President Investment BankingView Profile, David GuttermanJeffrey McgroartyChief Financial OfficerView Profile, Jeffrey Mcgroarty