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
RobinChief Financial OfficerJul 19 - PresentPrelertChief Financial OfficerJan 15- Jan 17HammerControllerJul 05- Sep 07
Sid DesaiVice President InvestmentView Profile, Sid DesaiJames StrezewskiChief Financial OfficerView Profile, James StrezewskiJordan JobeFinancial Advisor CFPView Profile, Jordan Jobe