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
Kpi SenseSenior Manager – Finance Strategy & Client DeliveryJan 22 - PresentMorningstarDirector, Manager Research ServicesJan 19- Sep 21BroadridgeFiduciary Services ConsultantJan 18- Jan 19
Luca DesprezAccountantView Profile, Luca DesprezDan AndersonSenior Consultant Financial ServicesView Profile, Dan AndersonTabitha Sam HickmanCFOView Profile, Tabitha Sam Hickman