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
Chameleon Financial PlanningPropositions DirectorJun 18- Jun 24FintegrateCEO at Fintegrate Feb 19- Nov 23FpcFinancial PlannerSep 14- Mar 17
Josh KnopmanVice President Of Growth Digital ProductView Profile, Josh KnopmanLaura Bernardin JanusekExecutive Director Of ProductView Profile, Laura Bernardin JanusekJessica Jam MargetichVice President Of Product UXView Profile, Jessica Jam Margetich