Account Type****** ***Account Owner***** ***Account Opps/Deals****** *******Closed Won • Oct 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
VestwellChief Financial OfficerAug 17 - PresentThe F SuiteFounding MemberApr 22 - PresentPrimary Venture PartnersPrincipalAug 15- Aug 17
Rebecca YorkSVP Commercial BankingView Profile, rebecca yorkGuy ScurfieldPortfolio CFOView Profile, guy scurfieldAriela TannenbaumChief Financial OfficerView Profile, ariela tannenbaum