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
MedfarChief Financial OfficerMay 23 - PresentGroupe DynamiteChief Financial OfficerMar 21- Mar 23Valsoft CorporationPresident, Oak GroupDec 19- Jan 21
Courtney AguirreChief Financial OfficerView Profile, Courtney AguirreLeigh RamsdenChief Financial OfficerView Profile, Leigh RamsdenBrad MargisonFirst Vice President Wealth ManagementView Profile, Brad Margison