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
AssetwatchChief Customer OfficerAug 24 - PresentIrisagentAdvisorAug 20 - PresentLeaderboard GolfBoard Member, Investor, AdvisorFeb 23 - Present
Karen VociChief Customer Success OfficerView Profile, Karen VociDaniel NathanChief Customer OfficerView Profile, Daniel NathanSteve SmootChief Customer OfficerView Profile, Steve Smoot