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
Diligent RoboticsChief Financial OfficerJun 24 - PresentOlea Edge Analytics™Chief Financial OfficerJun 22- Jun 24CognitivescaleChief Financial OfficerMar 19- Jun 22
Aaron SundbergVice President Private BankingView Profile, Aaron SundbergDeb ShufrinChief Investment OfficerView Profile, Deb ShufrinSarah CoileyChief Financial OfficerView Profile, Sarah Coiley