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
Clear StreetChief Financial OfficerNov 23 - PresentNewton CoChief Financial OfficerJan 24- Jul 24CoinsquareGroup Chief Financial OfficerJul 22- Jul 23
Scott DahlWealth Management Advisor Senior Vice PresidentView Profile, Scott DahlAngie SteereChief Financial OfficerView Profile, Angie SteereGiulia MigliaccioVP ControllerView Profile, Giulia Migliaccio