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
ClariChief Business OfficerFeb 19 - PresentSundayskyAdvisorNov 24 - PresentDatascience ComVP, Customer SuccessMay 16- Feb 19
Ann Marie Regal CfpChief Executive OfficerView Profile, Ann Marie Regal CfpDianna BenschCo FounderView Profile, Dianna BenschJoe LinFounder COOView Profile, Joe Lin