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
Momentum Financial PlanningChief Executive OfficerJan 25 - PresentMomentum InvestmentsHead: Digital TransformationJul 18- Jan 25MomentumHead: Wealth Management Momentum Finanacial PlanningJan 17- Jun 18
Tomos MughanChief Executive OfficerView Profile, Tomos MughanFranziska SennOwnerView Profile, Franziska SennSarah HathawayVice PresidentView Profile, Sarah Hathaway