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
Barrett Capital AdvisoryFounder + Wealth AdvisorAug 22 - PresentSmart Eye TechnologyBoard Member & InvestorDec 18 - PresentCapstone Financial LlcFinancial AdvisorMar 10- Aug 22
Erez ZahaviVice President UnderwritingView Profile, Erez ZahaviPortia KerstenConsulting Fractional Chief Financial OfficerView Profile, Portia KerstenRebecca BaldridgeFounder Partner And Head Of Financial ContentView Profile, Rebecca Baldridge