Account Type******* ****Account Owner***** ****Account Opps/Deals******* ******Closed Won • Dec 24****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
ProvisioSenior Director Finance Operations and IntegrationsApr 24 - PresentAgewell Solvere LivingExecutive DirectorDec 22- Apr 24Senior LifestyleExecutive DirectorAug 22- Nov 22
Kara SmithChief Financial OfficerView Profile, kara smithJeffrey G HumbertCNB Wealth Management Vice President Senior Financial Advisor Team LeaderView Profile, jeffrey g. humbertPam Peterson MartinezChief Financial OfficerView Profile, pam (peterson) martinez