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
ThrivableChief Financial OfficerAug 23 - PresentVision Capital LlcPresidentJun 11 - PresentAmplifundBoard MemberMay 13 - Present
Grace LeeVice President Global Investors GroupView Profile, Grace LeeBernard PeyroulouDeputy Group Chief Financial OfficerView Profile, Bernard PeyroulouLou GrahamAssociate Vice President Financial Advisor And Resident Branch ManagerView Profile, Lou Graham