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
CruxCFO/COOMar 23 - PresentH 1Chief Financial OfficerJul 21- Jan 23AlteryxSVP Strategic FinanceMay 18- Jul 21
Lisa CarlsonWealth Advisor FounderView Profile, Lisa CarlsonGerardo David AguinisChief Financial OfficerView Profile, Gerardo David AguinisDixie NewtonCFOView Profile, Dixie Newton