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
DocusignSr. Director, FinanceJun 24 - PresentLexionVice President, FinanceAug 23- Jun 24OutreachDirector of FP&AMay 17- Apr 22
Gwendolyn PerrySenior Payroll ProcessorView Profile, Gwendolyn PerryMichael NelsonClient Portfolio ManagerView Profile, Michael NelsonBrad SpadaforeDirector Of Retirement PlanningView Profile, Brad Spadafore