Account Type******* *******Account Owner******* ***Account Opps/Deals***** ***Closed Won • Dec 24***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Xlcs Partners IncSenior Associate - Investment BankingOct 21 - PresentKeel PointWealth AdvisorMay 19- Oct 21AsurionTechnology FP&A InternOct 18- Dec 18
Peter MorrisonCorporate ControllerView Profile, peter morrisonJoakim LundqvistCFOView Profile, joakim lundqvistLandon BridgersExecutive Vice President Chief Financial Officer And Qualifying BrokerView Profile, landon bridgers