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
Level 5 Capital PartnersVP, Investment Portfolio FinanceJul 21 - PresentGrouponFinance ManagerApr 19- Jul 21FinthriveManager, FP&AJul 15- Apr 19
David SearsChief Financial OfficerView Profile, David SearsWarren RivetzSenior Vice President Wealth Management Senior Investment Management Consultant At Morgan StanleyView Profile, Warren RivetzAmer AliVice President FinanceView Profile, Amer Ali