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
RhumbixVP FinanceOct 22 - PresentFloreoFractional CFOOct 23 - PresentThreaterFractional CFONov 23 - Present
Jim SprayChief Financial OfficerView Profile, Jim SprayMegan TervoVP Of Finance ControllerView Profile, Megan TervoMichael BeattieManaging Director President Advisors Inner Circle Funds Investment Manager Services DivisionView Profile, Michael Beattie