Account Type*** ***Account Owner******** ****Account Opps/Deals*** *****Closed Won • Oct 24****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
TmgChief Revenue Officer (CRO)Jan 23 - PresentBspokeGTM AdvisorFeb 24 - PresentFinicast IncVice President of SalesJan 22- Jan 23
Alex FeltonVice President Senior Business Development OfficerView Profile, alex feltonJoe TongSVP Global ChannelView Profile, joe tongTed HuffmanDivision Vice President Retirement Services Sales OperationsView Profile, ted huffman