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
SpotenChief Executive OfficerJan 20 - PresentUni CompanyCo-FounderApr 18 - PresentCompass Financial Advisors GroupManaging PartnerJan 20- Dec 20
Riki TateFounder CEOView Profile, Riki TateJamik LigonFounderView Profile, Jamik LigonG Todd MenendezSenior Vice President Business DevelopmentView Profile, G Todd Menendez