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
InvestnextVP RevenueJul 23 - PresentRoqadGTM AdvisorMar 21 - PresentPavilionExecutive MemberOct 20 - Present
Brian KlossAssistant Vice President Financial Advice PlanningView Profile, Brian KlossJason PlackowskiVice President FinanceView Profile, Jason PlackowskiJason BrooksRegional Vice PresidentView Profile, Jason Brooks