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
ValidicChief Financial OfficerOct 21 - PresentCirrusmdVice President FinanceApr 20- Oct 21Advisory BoardNew Product Development and Corporate StrategyOct 13- Aug 15
Jeff KravetzRegional Investment Director Private Wealth ManagementView Profile, jeff kravetzBrian HarrerManaging Director SVP Capital MarketsView Profile, brian harrerBeth WilliamsRETIRED Vice President FI SalesView Profile, beth williams