Account Type*** ****Account Owner****** *****Account Opps/Deals******* ******Closed Won • Feb 25****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
CaptrustVice President, Financial AdvisorJan 24 - PresentTouchplanChief Revenue Officer (CRO)Jan 21- Jan 24Coleman ResearchChief Revenue Officer (CRO)Jan 19- Jan 21
Hadas FinkelmanChief Financial OfficerView Profile, Hadas FinkelmanEugene WongChief Financial OfficerView Profile, Eugene WongJim CurranDirector Of Financial Know HowView Profile, Jim Curran