Account Type******* ***Account Owner***** ********Account Opps/Deals******** *****Closed Won • Nov 24****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
EvenupVP FinanceMar 23 - PresentEvisortBoard ObserverAug 19 - PresentCaptivateiqInvestorMar 18 - Present
Chad KidwellVP FP AView Profile, chad kidwellJarred CookSenior Vice President Of FinanceView Profile, jarred cookPatrick KrulikHead Of Investments IMA Private Wealth RetirementView Profile, patrick krulik