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
Goal SolutionsVice President OperationsJan 24 - PresentTulipDirector Family CareJan 21- Jan 24Wells FargoSVP Operations Manager, Deposit Regulatory Reporting, CSBBMar 15- Jan 21
Ross MorrisonPartnerView Profile, Ross MorrisonTim WangAngel Investor AdvisorView Profile, Tim WangRoni FrancoVP Executivo Chief Administrative OfficerView Profile, Roni Franco