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
UnilinkChief Financial OfficerDec 20- Nov 22CybersmartFinancial DirectorJul 20- Dec 20RouseCOO / Chief Operating Officer & PartnerAug 08- Feb 17
Leah LiValuation Modelling Economics StaffView Profile, Leah LiAnnie BarkerHead Of FP A And BIView Profile, Annie BarkerKelly KlingamanFounder Financial PlannerView Profile, Kelly Klingaman