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
Champion Financial GroupFounder, Financial AdvisorJan 25 - PresentThe Patriot Financial GroupFinancial AdvisorJan 25 - PresentDropboxSenior Account ExecutiveAug 21- Jan 25
Yael YehoshuaCFOView Profile, Yael YehoshuaMark WegrzynCFO Advisor ConsultantView Profile, Mark WegrzynLuke PritchettChief Financial OfficerView Profile, Luke Pritchett