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
Finance In A BoxCo-Founder, PresidentMay 23 - PresentPortola Valley PartnersCFO AdvisorMar 22 - PresentDisa Works IncFractional CFOJan 22 - Present
Morgan DavisCEO Co FounderView Profile, Morgan DavisMelissa BurdickCo Founder PresidentView Profile, Melissa BurdickLisa MoyleStrategy Chief Strategy Officer Co Founder VC Innovations Fintech TalentsView Profile, Lisa Moyle