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
Benchmark CapitalChief Executive OfficerFeb 21 - PresentUnique Financial PlanningNon Executive DirectorNov 23 - PresentOculus Wealth Management LtdNon Executive DirectorFeb 23 - Present