Account Type*** *****Account Owner******** ***Account Opps/Deals*** ******Closed Won • Nov 24**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
RKL Virtual Management SolutionsVirtual CFOJan 25 - PresentAuditminerCustomer Success Team LeadOct 22- Sep 24BotkeeperDirector of Partner FulfillmentFeb 21- Oct 22
Lucia LeeVP Accounting And Payment SettlementView Profile, lucia leeJonathan MartinVice President Investment BankingView Profile, jonathan martinJanet Ha LeChief Financial OfficerView Profile, janet ha le