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
EmpathySenior Manager, Insurance & Wealth SolutionsMar 24 - PresentNevo NetworkNevo FellowSep 24 - PresentAlephBusiness Relationship AnalystJan 23- Feb 24
Matt McginleyVice President Of Investor RelationsView Profile, Matt McginleyCasey VerstSenior Wealth StrategistView Profile, Casey VerstMarjorie GvistSenior Manager Financial ServicesView Profile, Marjorie Gvist