Account Type*** ******Account Owner***** ****Account Opps/Deals***** ***Closed Won • Oct 24***K $Closed
*** *******Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Dentist AdvisorsChief Executive OfficerAug 21 - PresentFidelity InvestmentsFinancial ConsultantApr 13- Feb 18
Philip SmolinChief Executive OfficerView Profile, philip smolinErin KollerChief Executive OfficerView Profile, erin kollerDeepak ThomasFounder CEOView Profile, deepak thomas