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
ItrsChief Financial OfficerNov 23 - PresentReward GatewayChief Financial OfficerApr 23- May 23SightcallCFOOct 21- Apr 23
Jeff KravetzRegional Investment Director Private Wealth ManagementView Profile, Jeff KravetzPat NolanChief Financial OfficerView Profile, Pat NolanEduardo LomeliChief Financial OfficerView Profile, Eduardo Lomeli