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
Private Wealth SystemsChief Executive OfficerDec 14 - PresentWealthtouch IncPresidentFeb 10- Dec 14Charles River DevelopmentRegional Sales ManagerJul 08- Feb 10
James LimChief Executive Officer Asia PacificView Profile, james limJeffrey MandelOrlando Office Managing PartnerView Profile, jeffrey mandelJayesh DaveChief Operating OfficerView Profile, jayesh dave