Account Type***** ********Account Owner**** *******Account Opps/Deals***** ***Closed Won • Oct 24****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
BuildxactChief Financial OfficerDec 23 - PresentKepler AnalyticsChief Financial OfficerMar 22- Sep 23Optima TechnologyChief Financial OfficerNov 20- Mar 22
Scott RussellVice President InvestmentsView Profile, scott russellMark JordahlPresident Wealth ManagementView Profile, mark jordahlChris LeeChief Financial OfficerView Profile, chris lee