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
WindwardChief Financial OfficerOct 19 - PresentVerixBoard MemberDec 13 - PresentAlgosecCOO & CFOJan 17- Jul 19
Jason PaceExecutive Vice President RefinanceView Profile, Jason PaceKarl HalbachClient Experience Consultant Operations And Financial ExecutiveView Profile, Karl HalbachLarry FrancisVice President Private WealthView Profile, Larry Francis