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
Iworq SystemsChief Financial OfficerApr 24 - PresentMalouf CompaniesVice President of Finance and AccountingJul 22- Mar 24IfitChief Accounting OfficerAug 09- Jul 22
Kevin LottiSenior Vice President Wealth Management ConsultantView Profile, Kevin LottiAlex KellyChief Financial OfficerView Profile, Alex KellyJerel KlueManaging Director Of InvestmentsView Profile, Jerel Klue