Account Type******** *****Account Owner*** ******Account Opps/Deals***** *******Closed Won • Dec 24***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
SimfoniChief Financial OfficerAug 21 - PresentCurionChief Operating OfficerJan 20- Mar 21CloserlookChief Financial OfficerNov 16- Jan 20
Michelle LawVP FP AView Profile, michelle lawAmir HasidChief Investment Officer Co FounderView Profile, amir hasidSherry ThiltgenVice President Financial AdvisorView Profile, sherry thiltgen