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
SpotenChief Executive OfficerJan 20 - PresentUni CompanyCo-FounderApr 18 - PresentCompass Financial Advisors GroupManaging PartnerJan 20- Dec 20
Trent MarxChairman CEOView Profile, Trent MarxJesper FrederiksenChief Executive OfficerView Profile, Jesper FrederiksenLara PortnoyChief Operating OfficerView Profile, Lara Portnoy