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
Restaurant 365FinanceJan 24 - PresentPantherHead of Finance, VPNov 21- Jun 24Fei Financial Executives InternationalBoard Member (Utah Chapter)Jan 19- Jan 22
Kassidy SchmitzAssociateView Profile, Kassidy SchmitzGrant YuanInvestment AnalystView Profile, Grant YuanJoanne ScarboroughFinancial Consultant Financial Advisor Retirement Planning Wealth Management Fee Based PlanningView Profile, Joanne Scarborough