Account Type*** ****Account Owner***** *****Account Opps/Deals******** ******Closed Won • Mar 25****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
DeputyChief Product OfficerSep 19 - PresentWhiteoakPortfolio AdvisorJan 19 - PresentBeemChief Product & Technology OfficerJan 18- Jan 19