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
Financial Advisor MagazineCo-Founder, EVP- Financial Advisor, Private Wealth, ETFadvisor magazinesJan 00 - Present
Neel DevChief Financial Officer Chief Revenue OfficerView Profile, Neel DevLynn LimVice President Finance APACView Profile, Lynn LimJay SoniChief Financial OfficerView Profile, Jay Soni