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
Wealthcare IncChief Financial OfficerJan 24 - PresentWellsControllerJun 21- Aug 23Stickney Hill DairyControllerMar 20- May 21
Dean DribbinChief Financial OfficerView Profile, Dean DribbinJulie MathesonSenior Vice President Financial Planning AnalysisView Profile, Julie MathesonHenry MarinSenior Vice President Financial AdvisorView Profile, Henry Marin