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
Gen Ii Fund ServicesFinance TranformationMay 24 - PresentFinarioImplementation ManagerApr 22- May 23Cch TagetikProject Lead ImplementationJan 20- Apr 22
Valerie YoungFinancial Wellness Consultant CAPTRUST At WorkView Profile, valerie youngKatie BurdSenior Associate Athletic Director Financial And HR OperationsView Profile, katie burdJocelyn RossFounder CFO Chief Fun OfficerView Profile, jocelyn ross