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
PulsepointSenior Director of FinanceOct 17 - PresentSmartassetControllerAug 16- Sep 17TribecaControllerAug 14- Aug 16
Pranav RaoCTO Investments Advisory Trading For Wealth Management AmericasView Profile, pranav raoKristopher FongVice President FinanceView Profile, kristopher fongJamie ZimmermanManaging Director Private Wealth SolutionsView Profile, jamie zimmerman