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
Raymond JamesInvestment BankingJul 24 - PresentProgress PartnersInvestment BankingApr 22- Jul 24Puretech HealthCorporate Finance/ValuationJan 21- Jan 22
Erik OlsonWealth AdvisorView Profile, erik olsonMolly SmithPayroll Practitioner LlView Profile, molly smithKimberly RoderickCorporate ControllerView Profile, kimberly roderick