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
DecisionsEAE Mar 21 - PresentNova CreditSr. Account Executive Jul 24- Feb 25Turnkey LenderEnterprise Executive Jan 19- Mar 21
Susanne PitsiosExecutive Director Account Management CXSO High RiskView Profile, Susanne PitsiosPatrick S LeungChief Financial OfficerView Profile, Patrick S LeungRebecca E LillyFamily Wealth Director Vice President Financial AdvisorView Profile, Rebecca E Lilly