Account Type****** *******Account Owner****** ********Account Opps/Deals****** ********Closed Won • Dec 24**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
PlaidPartnerships Team LeadJul 22 - PresentCapitalizeStrategy & Operations LeadOct 21- Jul 22SofiImplementations & Servicing LeadMay 17- Oct 21
Alan BrownManaging PrincipalView Profile, alan brownAlan MackenzieManaging MemberView Profile, alan mackenzieAngela LaiCEOView Profile, angela lai