Account Type******** ******Account Owner****** *****Account Opps/Deals******** ********Closed Won • Dec 24****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
ForresterConsultant, AdvisoryOct 21 - PresentBy Appointment Only Inc BaoClient Relations AssociateJul 20- Oct 21
Isaac RodriguezMD Wealth Product StrategyView Profile, isaac rodriguezAnu KoshySenior DirectorView Profile, anu koshyBernadette FellnerBusiness Innovation LeadView Profile, bernadette fellner