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
Bx IndexPartnerMar 24 - PresentFinancial Trust Asset ManagementPresident & Chief Executive OfficerAug 23 - PresentDatos InsightsStrategic Advisor, Wealth Management Dec 22- Jun 23
Matt BaxterChairman Of The BoardView Profile, Matt BaxterGrant ParkerPresidentView Profile, Grant ParkerShinghi DetlefsenPresidentView Profile, Shinghi Detlefsen