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
Vince PasqualicchioInvestments Chief Operations OfficerView Profile, Vince PasqualicchioCourtney JonesFounder And Senior Wealth AdvisorView Profile, Courtney JonesJason ZanLead Fractional C Met O Chief Metrics Officer The Evolution Of The CFOView Profile, Jason Zan