Account Type******** ******Account Owner******** ***Account Opps/Deals******* ********Closed Won • Feb 25***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
DrawbridgeChief Financial OfficerMay 23 - PresentClickChief Financial OfficerDec 20- Apr 23Nasdaq EvestmentChief Financial OfficerJan 18- Jan 20
Kelly BatstoneExecutive Director Of Donor Relations And StewardshipView Profile, Kelly BatstoneRyan JonesChief Financial OfficerView Profile, Ryan JonesRebecca E LillyFamily Wealth Director Vice President Financial AdvisorView Profile, Rebecca E Lilly