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
Pier Asset ManagementChief Investment OfficerMar 17 - PresentKatie MayCo FounderFeb 10 - PresentEvolution Financial GroupManaging DirectorAug 02- Jul 20
Paco ContrerasVice President Of Pricing Monetization StrategyView Profile, paco contrerasDeclan Milne FcmaChief Financial OfficerView Profile, declan milne fcmaGrant WalkerVice President Credit Union Financial Services Employee BenefitsView Profile, grant walker