Account Type*** ***Account Owner**** ******Account Opps/Deals**** ****Closed Won • Nov 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
WorkdayFinancials Account ExecutiveApr 24 - PresentOracleApplications Sales ManagerOct 18- Apr 24Well GoodFinance and Operations ManagerMar 18- Oct 18
Scott DavidsonSr Manager FP AView Profile, scott davidsonMarina KotegovaAccounting BookkeeperView Profile, marina kotegovaMatthew MoretuzzoFinancial AdvisorView Profile, matthew moretuzzo