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
VestwellChief Financial OfficerAug 17 - PresentThe F SuiteFounding MemberApr 22 - PresentPrimary Venture PartnersPrincipalAug 15- Aug 17
David DwyerManaging Director Head Of Acquisition And Leveraged FinanceView Profile, david dwyerPeter Rooken SmithChief Financial OfficerView Profile, peter rooken-smithLenny SchlossEquity PrincipalView Profile, lenny schloss