Account Type**** *****Account Owner***** *****Account Opps/Deals*** *******Closed Won • Feb 25****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Forum Financial Management LpManagement ConsultantSep 23 - PresentSavant Wealth ManagementChief Financial OfficerJun 19- Sep 23Performance Trust Capital PartnersChief Financial Officer and Managing DirectorJan 15- Jan 19
Vinay BhagatFounder CEOView Profile, Vinay BhagatJudi ShermanCreative DirectorView Profile, Judi ShermanGregor StockCEOView Profile, Gregor Stock