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
ParadigmChief Financial Officer (CFO) / Chief Revenue Officer (CRO)Jan 19 - PresentPracticepantherChief Financial Officer & Chief Revenue OfficerJan 19 - PresentMeruscaseChief Financial Officer & Chief Revenue OfficerJan 19 - Present
Matt HarrisonVice President Of Asset ManagementView Profile, Matt HarrisonAdam CorwinVice President Financial PlannerView Profile, Adam CorwinChris BennettChief Financial OfficerView Profile, Chris Bennett