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
Capital Strategies Beyond WealthFinancial Services ProfessionalMay 21 - PresentUnknown VenturesControllerAug 20- Feb 219 Gauge Acquired By E 78 PartnersManagerFeb 20- Jul 20
Peter PatricolaChief Financial Officer CcoView Profile, Peter PatricolaMark JordanUnderwriterView Profile, Mark JordanDavid SchrammSenior Finance ManagerView Profile, David Schramm