Account Type***** ****Account Owner*** ********Account Opps/Deals******* ****Closed Won • Mar 25****K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
BrilliantmdAdvisor & Fractional CFOJan 20 - PresentSavvysumFounderJan 18 - PresentTexas Permanent School Fund CorporationSenior Financial AnalystJul 09- May 11