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
CatchpointFinanceAug 19 - PresentLetgoFinance and AccountingJan 19- Aug 19GrovoFinance and AccountingNov 15- Nov 18
George LorenzeInvestment Banking AnalystView Profile, George LorenzeAdam MariaClient Finance ManagerView Profile, Adam MariaClara N LambertDirector Of Financial Navigation Subject Matter ExpertView Profile, Clara N Lambert