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
10 X TeamFractional CFOMay 24 - PresentBijles Aan HuisFractional CFOFeb 24 - PresentBrand New DayCOO / CFOJan 09- Jun 23
Ksenia LatkovicAssistant Vice President Wealth And Asset Management FP AView Profile, Ksenia LatkovicJames HillVice President ControllerView Profile, James HillSteve MillerCo Head North American Private EquityView Profile, Steve Miller