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
Simple KycChief Operating Officer and Chief Financial OfficerMar 19 - PresentAprilAdvisory Board MemberJun 21- Sep 24Zip CoChief Growth OfficerMar 17- Mar 19
R Scott DunnChief Financial OfficerView Profile, R Scott DunnBryan ChapmanRegional Vice PresidentView Profile, Bryan ChapmanJeff KravetzRegional Investment Director Private Wealth ManagementView Profile, Jeff Kravetz