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
Advest FinancialDirector, Capital MarketsFeb 25 - PresentInlystFounderSep 21 - PresentThink CompanyDirector of Business DevelopmentOct 22- Feb 25
David TranSenior Director FinanceView Profile, David TranKevin CanavanAssoc Director Major Planned GiftsView Profile, Kevin CanavanTiah VagnoniDirector Of FinanceView Profile, Tiah Vagnoni