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
HostawayFinance DirectorJul 24 - PresentHappeoFinancial Planning and Analysis ManagerOct 22- Jun 24SmartlyFinancial Planning and Analysis ManagerMay 21- Jun 22
Raymond KrouseCFO And Co FounderView Profile, Raymond KrouseDawn BrownWealth AdvisorView Profile, Dawn BrownJennifer FieldCorporate ControllerView Profile, Jennifer Field