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
Walnut InsuranceDirector of FinanceJan 25 - PresentLodgelinkVice President, ControllerMar 21- Mar 24Optiom IncVP, ControllerAug 18- Nov 20
Helena SierraSenior Executive FinanceView Profile, Helena SierraJohn DerosaSenior Vice President Private Wealth AdvisorView Profile, John DerosaTerrence StoreyChief Financial OfficerView Profile, Terrence Storey