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
CliqPresident & CFOJan 21 - PresentWpccuSVP & Chief Financial OfficerJun 17- Dec 20Northwest Federal Credit UnionSVP & Chief Financial OfficerNov 14- Oct 16
Bridget MorgenweckAssociate DirectorView Profile, Bridget MorgenweckMax GilbertFinancial Advisor StifelView Profile, Max GilbertRob TompkinsConsulting CFOView Profile, Rob Tompkins