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
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
Rishi Sher SinghCEOView Profile, Rishi Sher SinghKate McclellanChief Operating OfficerView Profile, Kate McclellanPeter HardingFounder And CEOView Profile, Peter Harding