Account Type*** *******Account Owner***** *******Account Opps/Deals**** *******Closed Won • Mar 25***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Lathe Co Wealth AdvisersDirector & Financial Adviser Jan 18 - PresentDavid Technology LtdCo-FounderFeb 20 - PresentNother Portfolio ServicesDirectorAug 20 - Present
Dawn JohnsonDirector Of FinanceView Profile, Dawn JohnsonChristina OdonnellDirector Of Investor ServicesView Profile, Christina OdonnellCaitlin MakiDirector Of FinanceView Profile, Caitlin Maki