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
Tailored WealthFounder and CEOJan 20 - PresentPavilionMemberJan 19 - PresentVistage Worldwide IncMember, Trusted Advisor GroupJun 24 - Present
Subhashish DasFounderView Profile, Subhashish DasMegan FinnFounderView Profile, Megan FinnTed BlosserCEO Co FounderView Profile, Ted Blosser