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
Vellum Mortgage IncSVP - Mortgage PlannerJun 20 - PresentIntercoastal MortgageCertified Mortgage PlannerMay 18- Jun 20CaliberBranch Manager - Mortgage OriginationJan 12- Mar 18
Gerry BChief Financial OfficerView Profile, Gerry BLior ZoharChief Financial OfficerView Profile, Lior ZoharTed HaigChief Financial Operational Officer Co FounderView Profile, Ted Haig