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
SycleHead of FinanceDec 23 - PresentNplanStrategic Advisor - GTMDec 22- Apr 23ContruentChief Financial Officer (CFO)Jan 19- Mar 22
Walt TuttleFinancial Advisor Manager Vanguard Personal Advisor Services At VanguardView Profile, Walt TuttleGreg EdwardsGroup Financial ControllerView Profile, Greg EdwardsTicia EvansDirector Of FinanceView Profile, Ticia Evans