Account Type*** *****Account Owner***** ****Account Opps/Deals******** ****Closed Won • Oct 24****K $Closed
****** *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
WealthboxPresident & Chief Financial OfficerOct 20 - PresentEmoney AdvisorDirector of Strategy and PlanningJan 18- Mar 20AnaquaDirector of FinanceNov 15- Jan 18
Charles FenwickInvestment Banker M A Growth Equity Strategic AdvisoryView Profile, charles fenwickJohn GaffneyPartnerView Profile, john gaffneyPaul ManleySenior Vice President Investor RelationsView Profile, paul manley