Account Type**** ********Account Owner**** *****Account Opps/Deals******** ****Closed Won • Feb 25****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Private Wealth SystemsChief Executive OfficerDec 14 - PresentWealthtouch IncPresidentFeb 10- Dec 14Charles River DevelopmentRegional Sales ManagerJul 08- Feb 10
Jason LeibowitzManaging PartnerView Profile, Jason LeibowitzDaniel FellowsGeneral Manager UK EUView Profile, Daniel FellowsJason LacombeChief Executive OfficerView Profile, Jason Lacombe