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
Affinity CoAdvisorJan 16 - PresentHomepensionCo-FounderJan 20- Jan 21Iconiq CapitalFinancial AnalystJan 14- Jan 16
Suzanne GuobisAccount ExecutiveView Profile, Suzanne GuobisRaheem Malik PtAccount ExecutiveView Profile, Raheem Malik PtChris LitchfieldAccount ExecutiveView Profile, Chris Litchfield