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
PackbackChief Financial OfficerOct 24 - PresentOpscanvasAdvisorJul 22 - PresentSymplicityChief Financial OfficerMay 23- Oct 24
Amanda WiscombVice President Wealth Planner At Key Private BankView Profile, Amanda WiscombWilliam MoylanChief Financial OfficerView Profile, William MoylanLaura CramutolaChief Financial OfficerView Profile, Laura Cramutola