Account Type******* *******Account Owner***** *******Account Opps/Deals*** *****Closed Won • Feb 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
Keri KorvenEquipment Cost AnalystView Profile, Keri KorvenDominick DagostinoMortgage Loan OfficerView Profile, Dominick DagostinoRachel SloanCertified Financial Planner™ FounderView Profile, Rachel Sloan