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
Wealthtech Strategy PartnersCo-Founder and CEOApr 23 - PresentSora FinanceBoard AdvisorDec 23 - PresentThe Founders ArenaMentorJun 23 - Present
Daniel FlynnManager Of Project ManagementView Profile, Daniel FlynnMeirav HarnoyCo Founder And Managing PartnerView Profile, Meirav HarnoyDom SantryCo Founder CEOView Profile, Dom Santry