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
IzoologicChief Financial OfficerFeb 23 - PresentMilestone AdvisersDirectorNov 11 - PresentAmpFinancial PlannerNov 10- Nov 11
Davi AllenVice President Of Consumer LendingView Profile, Davi AllenKarissa WhiteVice President Digital BankingView Profile, Karissa WhiteGuy JardineSenior Vice President Investments WMSView Profile, Guy Jardine