Account Type***** *****Account Owner**** *****Account Opps/Deals****** ******Closed Won • Oct 24***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
TechcxoPartner - Finance & OperationsFeb 18 - PresentMatrix New World EngineeringCFO & Director of OperationsApr 14- Sep 18Ac LordiConsultantJan 08- Jan 10
Che Che Sanchez MccrimmonVP Senior Retirement Plan AdvisorView Profile, che-che sanchez mccrimmonErica MilesFinancial BrokerView Profile, erica milesJulia Da SilvaSenior Private Portfolio Specialist Wealth ManagementView Profile, julia da silva