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
JanuaryVP of FinanceOct 23 - PresentLemonadeVP of FP&AJul 22- Sep 23SmartassetSVP, Finance & OperationsMar 19- Jul 22
Winnie ChanFinancial ControllerView Profile, winnie chanDaniel WhitakerEquity Research Associate E Commerce MarketplacesView Profile, daniel whitakerPatrick ChuTax ManagerView Profile, patrick chu