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
TdVice President, Senior Wealth Lending AdvisorAug 13 - PresentWells FargoRelationship ManagerJul 05- Aug 12
Elliott SmithCFOView Profile, elliott smithMichael StewartChief Financial OfficerView Profile, michael stewartDoug KuckelmanVice President Of Finance Enterprise Saa S Scaling Finance OperationsView Profile, doug kuckelman