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
Cindy KramerVP Finance And AdministrationView Profile, Cindy KramerChase HenleyVice President Portfolio Management Director Financial Planning Specialist Financial AdvisorView Profile, Chase HenleySuanne Cotton LeeDirector Of Administration FinanceView Profile, Suanne Cotton Lee