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
UpwealthBoard Member & AdvisorSep 24 - PresentBeacon Energy IncAdvisory BoardSep 24 - PresentSentinel VenturesPartnerFeb 24 - Present
Tim MartinSenior DirectorView Profile, tim martinAsaf Katz 🦦Chief Strategist OtterView Profile, asaf katz 🦦Connie SteedDigital Banking StrategistView Profile, connie steed