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
VestwellStrategic FinanceAug 23 - PresentCanaccord Genuity Global Capital MarketsM&A Investment BankingJun 22- Jul 23Silvergrove AdvisorsM&A Investment BankingFeb 20- Jun 22
Janice MenziesAccounting SpecialistView Profile, Janice MenziesTim ThomasFinancial ControllerView Profile, Tim ThomasSiyuan Alvin YuAssistant ControllerView Profile, Siyuan Alvin Yu