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
AutobooksChief Financial OfficerJan 20 - PresentDaysmartChief Operating Officer / Chief Financial OfficerSep 17- Jan 20AnswersSVP of Client Success, ForeSeeOct 14- Jan 16
Suzanne StroudWealth Management Advisor Vice PresidentView Profile, Suzanne StroudThomas McilheranVice President Of Financial Planning AnalysisView Profile, Thomas McilheranMargie CoxVice President Of Finance And AdministrationView Profile, Margie Cox