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
Dimensional Fund AdvisorsManager, Financial Planning & AnalysisMar 24 - PresentTribus Beer CoPartner / Board of DirectorsJun 17 - PresentCivitas LearningDirector of FinanceJul 21- Oct 23
Isha ShahFP A LeadView Profile, Isha ShahLexi SlonekAccount Executive Growth Business Financial ServicesView Profile, Lexi SlonekAlexander P AeberliActuarial DirectorView Profile, Alexander P Aeberli