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
C 2 P EnterprisesChief Operating Officer and Executive Team MemberMay 14 - PresentJl Smith Holistic Wealth ManagementChief Operating OfficerMay 09- May 14Baldwin Wallace UniversityAdjunct Finance ProfessorSep 09- Dec 13
Cliff DumasCCO Ownership GroupView Profile, Cliff DumasKetan ShahFounder CEOView Profile, Ketan ShahMarissa FulineCo FounderView Profile, Marissa Fuline