Account Type*** ****Account Owner*** ********Account Opps/Deals***** ****Closed Won • Nov 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Houston MethodistPrincipal Financial StratagistFeb 24 - PresentInfo Tech Research GroupResearch DirectorAug 22- Dec 24Marshfield Clinic Health SystemTechnology Business Mgt. Practice ManagerJan 18- Aug 22
Marshall BudinFractional CFO For StartupsView Profile, marshall budinSean JohnstonCertified Financial Planner Wealth Manager Fiduciary PractitionerView Profile, sean johnstonMark DeiterInvestment BrokerView Profile, mark deiter