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
BranchGlobal ControllerJan 24 - PresentNextrollVice President, ControllerMay 16- Nov 23Marin SoftwareAssistant ControllerJan 12- Apr 16
Justin CarlsonPrivate Wealth ManagerView Profile, Justin CarlsonZofia FigielSenior Finance ManagerView Profile, Zofia FigielEllen LinInvestment Advisor RepresentativeView Profile, Ellen Lin