Account Type******** *****Account Owner****** ***Account Opps/Deals**** ********Closed Won • Nov 24****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
BrightplanVP of GlobalAug 21 - PresentUC Berkeley ExtensionInstructorJan 18 - PresentPlancorp Wealth ManagementHead of San Francisco, BrightPlan LiaisonJan 19- Aug 21
Kyle KelleyFounderView Profile, kyle kelleyTony JulianoMarket Leader PhiladelphiaView Profile, tony juliano🚀 Chris SteeleProfessional Services Solution Leader EMEAView Profile, 🚀 chris steele