Account Type*** ***Account Owner***** ******Account Opps/Deals******** *******Closed Won • Feb 25**K $Closed
*** *****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Verchool HoldingsChief Investment OfficerApr 23 - PresentMentummGrowth10 Entrepreneurial CEO Peer Support and Mastermind Group Practice LeaderAug 21- Apr 23AdvisorycloudAdvisorDec 19- Aug 21
Julie HammertonManaging Partner Hymans Robertson Personal WealthView Profile, Julie HammertonJordan SleightholmReal Estate Development Financial ConsultingView Profile, Jordan SleightholmDaniel HaynesBusiness Tax Entities InternView Profile, Daniel Haynes