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
Foundation SourceSenior Managing DirectorJan 17 - PresentWells Fargo AdvisorsFinancial AdvisorJan 09- Dec 11Principal Financial GroupFinancial AdvisorFeb 07- Dec 08
Simon DrakeCo Founder COOView Profile, Simon DrakeDavid GrenetzSVP ITView Profile, David GrenetzBrian LesserChief Executive OfficerView Profile, Brian Lesser