Account Type******** *******Account Owner****** *******Account Opps/Deals******* ********Closed Won • Aug 24****K $Closed
***** ******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
ThriveChief Financial OfficerAug 22 - PresentVanilla AccountingClient Services DirectorJul 13- Aug 22Clayton BrewillJunior AccountantOct 06- Oct 11
Jeff MitchellChief Risk Officer CRO Wealth Investment ManagementView Profile, jeff mitchellGloria CheungVP FinanceView Profile, gloria cheungMichael BowmanManaging Director Financial Crime AdvisoryView Profile, michael bowman