Account Type**** ***Account Owner******* *******Account Opps/Deals**** *****Closed Won • Nov 24***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
Julius TalleyManaging Director Lead ConsultantView Profile, julius talleyGil RosenManaging PartnerView Profile, gil rosenCharles PenanExecutive Vice PresidentView Profile, charles penan