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
Infinite Wealth BuilderFounderJan 21 - PresentExcel EmpireChief Marketing OfficerMar 23 - PresentFinancial Tax StrategiesChief Information Officer/Chief Marketing OfficerNov 22 - Present
Henry BrucksteinFounderView Profile, Henry BrucksteinNicolas CaronManaging Director Senior Advisor Head Of Business Development At Vontobel Swiss Financial AdvisersView Profile, Nicolas CaronSpencer Hancock Senior Director Customer SuccessSenior Director MembershipView Profile, Spencer Hancock Senior Director Customer Success