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
Wealth EnhancementChief Growth OfficerJan 22 - PresentUniversity Of San Francisco School Of ManagementAdjunct FacultyJan 20 - PresentTifinCMO, WealthTechApr 21- Jan 22
Dan CourtrightFounder OwnerView Profile, Dan CourtrightDanny LeonardCo FounderView Profile, Danny LeonardJames CCo Founder And DirectorView Profile, James C