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
Lifeworks AdvisorsPartnerMay 24 - PresentVincere TaxFounderJan 21 - PresentPolaris Wealth Advisory GroupDirectorMar 17- Dec 17
Ginger VictoriaSVP Operational Risk Business OversightView Profile, ginger victoriaDouglas KimSr Fellow At MIT Connection Science Institute Investor Board MemberView Profile, douglas kimJon ReynoldsHead Of DTC VP MarketplacesView Profile, jon reynolds