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
YamamotoSenior Director of FinanceJul 22 - PresentWolfgang LlcSenior Director of FinanceJul 22 - PresentIcf NextFinance MangerApr 18- Jul 22
Daniel BeckerCFO CofounderView Profile, Daniel BeckerMimi LiuChief Financial OfficerView Profile, Mimi LiuClay EvansVice President Private Wealth AdvisorView Profile, Clay Evans