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
Topo AdvisorsFounding Team | Senior Financial AnalystApr 24 - PresentQualifiChief of StaffJan 23- Mar 24Apex BenefitsFinancial AnalystJun 21- Jan 23
Erik HellmanSr Manager FP AView Profile, Erik HellmanMorgan MoncriefStaff AccountantView Profile, Morgan MoncriefMichael CurryInvestorView Profile, Michael Curry