Account Type*** ***Account Owner****** ******Account Opps/Deals******** *******Closed Won • Jan 25**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Boerse De Vermogensverwaltung GmbhLeiter VermögensverwaltungApr 24 - PresentWealthpilotChief Financial OfficerJul 21- Apr 24QwistManaging Director CFO / COOJan 15- Aug 19
Briana OwensStaff AccountantView Profile, Briana OwensAaron StenhaugCFOView Profile, Aaron StenhaugCorey ScannellInvestor Services AssociateView Profile, Corey Scannell