Account Type****** *****Account Owner******* ******Account Opps/Deals****** ***Closed Won • Dec 24**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Transact CampusVice President, Corporate ControllerDec 20 - PresentInfusionsoftVice President, Corporate ControllerNov 14- Oct 20IoVice President, Corporate ControllerAug 13- Oct 14
Sam ComfortController And Senior FP A AnalystView Profile, sam comfortDavid Haslam CfpSenior Portfolio ManagerView Profile, david haslam cfp®Alexandra KrausAssociate DirectorView Profile, alexandra kraus