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
FulcrumVice President, Head of Finance at FulcrumJan 22 - PresentShoprunnerVice President FinanceMay 17- Jan 22J P MorganExecutive Director, Investment BankingJul 11- Apr 17
Brad NewmanChief Financial OfficerView Profile, Brad NewmanRudy BattsHead Of Global SpendView Profile, Rudy BattsKaren ShapiroSenior Vice President Wealth AdvisorView Profile, Karen Shapiro