Account Type******* *******Account Owner**** ***Account Opps/Deals******* ********Closed Won • Nov 24**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
Anat BambergerFinance SpecialistView Profile, anat bambergerLaura Buki ChettritFinance Operations AdvisorView Profile, laura buki chettritLourdes RizzutoFinance Administrative AnalystView Profile, lourdes rizzuto