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
MonetyBusiness Advisor, Financial and Insurance Services ConsultantApr 22 - PresentAlphasightsAdvisorJan 21 - PresentGuidepointAdvisorNov 20 - Present
Eileen HowellDirector Of TaxView Profile, Eileen HowellMike AdamsLead Financial AnalystView Profile, Mike AdamsAnnette LoveFinance ManagerView Profile, Annette Love