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
DrivewealthChief Financial OfficerNov 21 - PresentGcaTech Investment Banking | Tech M&AJan 19- Jan 22Barclays Investment BankInvestment Banking | Global M&AJan 14- Jan 19
Samantha KuChief Operating Officer Square Financial ServicesView Profile, Samantha KuAndy WendtPresident CFR IncView Profile, Andy WendtBrett GrobCFOView Profile, Brett Grob