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
LinksquaresChief Revenue OfficerApr 20 - PresentThe Wharton SchoolSenior Portfolio ManagerJan 20 - PresentFidelity InvestmentsWealth ManagementMay 16- Jan 20
David MortonChief Revenue Officer CROView Profile, David MortonJeff SantelicesChief Revenue OfficerView Profile, Jeff SantelicesAaron Milner 📈Chief Revenue Officer CROView Profile, Aaron Milner 📈