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
ApryseManager, Billing & CollectionsSep 24 - PresentConnectwiseManager, Financial Business SystemsJan 06- Jul 24
Sam WilkersonSenior Wealth AdvisorView Profile, Sam WilkersonAshley RosierSenior Asset ManagerView Profile, Ashley RosierMackenzie WeisSenior Internal AuditorView Profile, Mackenzie Weis