Account Type**** *****Account Owner******* *****Account Opps/Deals***** *****Closed Won • Mar 25***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
EightfoldChief Financial OfficerJan 20 - PresentWag Group CoChief Financial OfficerOct 18- Jan 20HighfiveChief Financial OfficerNov 17- Oct 18
Philip WilliamsManaging Director Asset ManagementView Profile, Philip WilliamsDanny HayChief Financial OfficerView Profile, Danny HayDerek B FowlerManaging Director Private Wealth AdvisorView Profile, Derek B Fowler