Account Type**** ********Account Owner******* ****Account Opps/Deals*** ****Closed Won • Feb 25***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
Barry LinDirector Of FP AView Profile, Barry LinElie BlutnerPrivate BankerView Profile, Elie BlutnerRobert JanzekChief Financial Officer Chief Operating OfficerView Profile, Robert Janzek