Account Type****** ****Account Owner**** ****Account Opps/Deals**** *****Closed Won • Dec 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Pierce Monroe Associates LlcFinancial ConsultantJan 22 - PresentElb LearningVP of FinanceJan 17- Jan 22IcimsChief Financial OfficerJan 07- Jan 12
Phil Griffin ApfsRetirement SpecialistView Profile, phil griffin apfsMichael BaineLoan TraderView Profile, michael baineRachel TseFinancial And Valuation Advisory AnalystView Profile, rachel tse