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
Harvester WealthCo-Founder, CIO, CCOAug 21 - PresentVettafiManaging Partner, Head of Capital Markets & SalesMar 16- Oct 20Club PilatesOwnerFeb 16- Apr 19