Account Type***** ****Account Owner****** ***Account Opps/Deals******** ****Closed Won • Nov 24***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Balanced Financial Solutions PLLCChief Executive OfficerNov 24 - PresentPgt InnovationsCompliance ManagerMar 23- Oct 23ComplionDirector of Account Management and DevelopmentJun 22- Mar 23
Bryan StoneBoard MemberView Profile, bryan stoneMark GoodwinChief Executive Officer Co FounderView Profile, mark goodwinScarlett LokVP Managing DirectorView Profile, scarlett lok