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
WealthboxVP of FinanceMar 22 - PresentWealthbaseAdvisorJan 15 - PresentThrowbakCEO & FounderJan 13- Dec 15
Chris LimMgr Billing And CollectionsView Profile, Chris LimTim KoehlerFinancial ControllerView Profile, Tim KoehlerAndreas De GreiffInvestment ManagerView Profile, Andreas De Greiff