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