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
ClientbookHead of FinanceMar 24 - PresentPontoInvestorJan 21 - PresentWebewellCo-founder and COOJan 20- Dec 23
Patricia SzymanskiSenior Finance ManagerView Profile, Patricia SzymanskiBrandon HeidSenior Financial Planning Practice Management ConsultantView Profile, Brandon HeidMark ThomasDirector Financial ReportingView Profile, Mark Thomas