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
MystartupcfoCFOMar 21 - PresentEvolphin SoftwareConsulting CFOJan 19- Mar 22Rbc Capital MarketsManaging Director / DirectorAug 04- Jan 16
Meg CarrollManager Of Retirement Planning And ComplianceView Profile, Meg CarrollLars HenriksenDirector FX TradingView Profile, Lars HenriksenDavid ConfortiFinancial ControllerView Profile, David Conforti