Account Type*** ******Account Owner******** *******Account Opps/Deals****** ********Closed Won • Oct 24****K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
WealthboxVP of FinanceMar 22 - PresentWealthbaseAdvisorJan 15 - PresentThrowbakCEO & FounderJan 13- Dec 15
Nicholas AllenHead Of FinanceView Profile, nicholas allenJon KarisSenior Manager Funds TreasuryView Profile, jon karisSonya BaumsteinDirector Of FinanceView Profile, sonya baumstein