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
YipitdataChief Financial OfficerJun 23 - PresentGlgSVP, Finance and TreasurerApr 16- Jun 23Bmo Capital MarketsInvestment Banking AssociateJul 14- Apr 16
Scott KellenChief Financial OfficerView Profile, scott kellenDave MorganChief Financial OfficerView Profile, dave morganJamie ZimmermanManaging Director Private Wealth SolutionsView Profile, jamie zimmerman