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
Next Layer CapitalVice PresidentOct 24 - PresentCopia Wealth StudiosVice President Strategy Corporate DevelopmentOct 24 - PresentCohen Company Capital MarketsInvestment Banking AssociateDec 21- Sep 24
Steve TurleySVP Head Of Consumer Distribution Strategy Planning And InnovationView Profile, Steve TurleyColin GerberVP Revenue Operations StrategyView Profile, Colin GerberNate WilliamsVP Of StrategyView Profile, Nate Williams