Account Type*** ********Account Owner**** *******Account Opps/Deals***** ***Closed Won • Oct 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
ProfiseeChief Financial OfficerNov 20 - PresentPdi TechnologiesVP, Financial Planning and AnalysisNov 17- Nov 20ApteanDirector - FP&ANov 14- Nov 17
Mark KoeppenDirector Of Strategic WealthView Profile, mark koeppenEthan HalliwellChief Financial OfficerView Profile, ethan halliwellChristine SmithVice President Healthcare LendingView Profile, christine smith