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
Forum Financial Management LpFinancial AdvisorJan 21 - PresentPaylocityDirector of Corporate DevelopmentJan 18- Jan 19Flywheel Capital PartnersFounder & PrincipalJan 16- Jan 18
Avani MahaAssociateView Profile, Avani MahaJessica KenwardFinance DirectorView Profile, Jessica KenwardNicole RodriguezBilling ManagerView Profile, Nicole Rodriguez