Account Type****** ***Account Owner******* ***Account Opps/Deals******* ***Closed Won • Feb 25**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
BillPresident & CFOJan 14 - PresentVestwellBoard MemberJan 23- Aug 24ArcadiaBoard Member, Audit Committee ChairJan 22- Dec 24
Justin JacobsFinancial AdvisorView Profile, Justin JacobsShannon RedmondSenior Accounting ManagerView Profile, Shannon RedmondWade TroutmanFinancial Risk AnalystView Profile, Wade Troutman