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
Private Wealth SystemsChief Executive OfficerDec 14 - PresentWealthtouch IncPresidentFeb 10- Dec 14Charles River DevelopmentRegional Sales ManagerJul 08- Feb 10
David DenmanRegional Operating Officer EMEAView Profile, david denmanWill MccainOperating PartnerView Profile, will mccainLisa FeriaManaging Partner CEOView Profile, lisa feria