Account Type******* ***Account Owner***** ****Account Opps/Deals**** ***Closed Won • Dec 24***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
NorthstarFinancial PlannerDec 24 - PresentDentist AdvisorsFinancial AdvisorMay 23- Oct 24SecfiFinancial AdvisorDec 22- May 23
Carol RigginsControllerView Profile, carol rigginsBrendon RexFractional ControllerView Profile, brendon rexTom BasonChief Financial OfficerView Profile, tom bason