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
Credo Wealth ManagementFounder and Senior Wealth AdvisorJul 19 - PresentUbsFirst Vice President - Wealth ManagementNov 02- Jul 19
Adam StrifflerCOO CFOView Profile, Adam StrifflerJos Van SchaikInterim CFO Focus On Saa SView Profile, Jos Van SchaikJason LohmeyerChief Financial OfficerView Profile, Jason Lohmeyer