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
BluesightCFO & COONov 21- May 24Council AdvisorsManaging Director, Corporate DevelopmentJan 16- May 17Advisory BoardExecutive Director, Corporate DevelopmentSep 13- Dec 15
Lexie KarrPayroll ManagerView Profile, lexie karrEd GravesBranch Office Manager Investment Advisor RepresentativeView Profile, ed gravesDavid HoltzmanVP Of FinanceView Profile, david holtzman