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
The Wealth AuntieVirtual CFO | Business Strategist | Financial Literacy CoachSep 17 - PresentSistah Rogers LlcImpact Strategist | Public Speaker | Content CreatorApr 17 - PresentCockroach LabsSenior AccountantOct 18- Jul 19
Jackie GallisFinance InternView Profile, jackie gallisAnne RuffSenior Portfolio ManagerView Profile, anne ruffKevin CeruttiVP Finance FP AView Profile, kevin cerutti