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
Greenleaf Advisory PartnersCFOFeb 25 - PresentNaylor Association Solutions Naylor LlcCFOMay 16- Feb 25The Turnup GroupOwner, VP of Client RelationsFeb 11- Dec 16
Kendall SandersFinancial AdvisorView Profile, Kendall SandersDavid NicolasSenior Cash Application AnalystView Profile, David NicolasTamzin BlagbroughAssociate DirectorView Profile, Tamzin Blagbrough