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
Cfo Direct Ltd Financial DirectorsVP of FinanceApr 24 - PresentCiscoFinance Manager and Sales operationJan 18- Sep 23Brooks Keret Financial ManagementFinancial DirectorJan 12- Jan 17
Sean BayneVice President Retirement Plan ServicesView Profile, Sean BaynePatrick KellyChief Financial OfficerView Profile, Patrick KellyBryan AmosWealth Planning ExecutiveView Profile, Bryan Amos