Account Type***** ********Account Owner*** ***Account Opps/Deals*** ****Closed Won • Nov 24**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Douglas UlrichExecutive Director Financial PlanningView Profile, douglas ulrichColin LiChief Financial Officer CFO Chief Revenue Officer CROView Profile, colin liJacob StenzelAVP Practice Director Accounting OperationsView Profile, jacob stenzel