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