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
Fdm GroupNon Executive DirectorAug 23 - PresentAltum GroupNon Executive DirectorAug 22 - PresentTenzingInvestments and Portfolio GrowthJan 17 - Present
Sean GleasonPortfolio ManagerView Profile, Sean GleasonHeather KleinUS Finance ManagerView Profile, Heather KleinKimberly GeorgeUniversal BankerView Profile, Kimberly George