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
UplexisFinancial Leader / Business IntelligenceMar 19 - PresentEstaparAnalista FinanceiroOct 06- Oct 16
Melissa SanfordChief Financial OfficerView Profile, Melissa SanfordAnthony PostPortfolio ManagerView Profile, Anthony PostJustin EhleWealth AdvisorView Profile, Justin Ehle