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
WealthrampStrategic AdvisorJan 22 - PresentSayataHead of PartnershipsJul 23- Dec 24Embedded Insurance IncHead of Strategic Partnerships (Consultant)Aug 22- Jul 23
Cody PollardManagind Digital StrategistView Profile, Cody PollardJohn WyethDirector Of Institutional GivingView Profile, John WyethKetan ShahPrincipal Consultant At PresidioView Profile, Ketan Shah