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
Tailored WealthFounder and CEOJan 20 - PresentPavilionMemberJan 19 - PresentVistage Worldwide IncMember, Trusted Advisor GroupJun 24 - Present
Annemarie LearoydPresident And COO Owner PrincipalView Profile, Annemarie LearoydAkshay BahlFounderView Profile, Akshay BahlDana GierkaCEO FounderView Profile, Dana Gierka