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
Signature Back Office SolutionsCFO & COOJan 23 - PresentTax Advisors Group LlcPresident & CFOMar 18- Dec 22Summit Advisor SolutionsCOO/EVPApr 15- Feb 16
Chris MeyerChief Financial OfficerView Profile, Chris MeyerRobert KeilChief Fintech OfficerView Profile, Robert KeilEugenia CastanedaChief Credit Risk OfficerView Profile, Eugenia Castaneda