Account Type******* ***Account Owner*** ***Account Opps/Deals*** *****Closed Won • Jan 25***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Consumer Duty AllianceChief Executive OfficerMar 23 - PresentFinancial Vulnerability TaskforceChairmanFeb 21 - PresentPersonal Finance SocietyChief Executive OfficerMay 13- Jul 21
Brandon RedlingerCo FounderView Profile, Brandon RedlingerEric AdkinsFounder CIO Inner CircleView Profile, Eric AdkinsLila McalpinCo FounderView Profile, Lila Mcalpin