Account Type******** ******Account Owner******** ****Account Opps/Deals**** ******Closed Won • Nov 24***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Pulse Business GroupFractional CFO/COO + Business AdvisorJul 19 - PresentJ PrChief Financial Officer (named CFO of the Year by the San Diego Business Journal) + COOFeb 13 - PresentRemax PacificReal Estate AgentMay 22 - Present
David BarclayChief Financial OfficerView Profile, david barclayDan LahatFounderView Profile, dan lahatJessica SegebarthVice President Treasury Management Officer IIIView Profile, jessica segebarth