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
DrivewealthDirector - Partner ServicesMay 21 - PresentClearlistChief Financial OfficerAug 20- May 21Mana Partners LlcChief Financial & Operating OfficerMar 17- Aug 20
Margaux YoungHead Of FP AView Profile, Margaux YoungGerd CrossFinancial Services ProfessionalView Profile, Gerd CrossAjeet ShuklaAccounting Team LeadView Profile, Ajeet Shukla