Account Type***** *******Account Owner******* *****Account Opps/Deals***** ****Closed Won • Aug 24**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
BoltosInvestorMar 24 - PresentMagic IdAdvisory BoardSep 23 - PresentIncardFractional Growth AdvisorNov 22 - Present
Michael WelsbyPrivate BankerView Profile, michael welsbyBailey WoodAssociateView Profile, bailey woodAbbie HamptonManagement AccountantView Profile, abbie hampton