Account Type****** *******Account Owner*** ****Account Opps/Deals****** ***Closed Won • Mar 25***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Loom Haven AdvisorsFounder and CEOFeb 23 - PresentUaw Retiree Medical Benefits TrustSenior Investment AnalystSep 21- Feb 23
Rom LakritzCo Founder CEOView Profile, Rom LakritzLeanne GoPresidentView Profile, Leanne GoNatalie Smith Ba Hons Assoc CipdFounder CEOView Profile, Natalie Smith Ba Hons Assoc Cipd