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
Blue Chip PartnersFinancial AdvisorJan 25 - PresentPlante MoranSenior Financial AdvisorJan 20- Jul 24
Lee FoleyFinancial And Operations Principal Financial Analysis DirectorView Profile, Lee FoleyNatalie BreauDirector Of Financial Planning And AnalysisView Profile, Natalie BreauAzad KurdiFinance DirectorView Profile, Azad Kurdi