Account Type****** ***Account Owner******* ***Account Opps/Deals******** ********Closed Won • Aug 24***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
WealthboxVP of FinanceMar 22 - PresentWealthbaseAdvisorJan 15 - PresentThrowbakCEO & FounderJan 13- Dec 15
Lisa ZumbrunVP Of FinanceView Profile, lisa zumbrunKat McbrideSenior Director Of AccountingView Profile, kat mcbridePatty DroletAVP Patient AccountsView Profile, patty drolet