Account Type******** *****Account Owner***** ********Account Opps/Deals****** ******Closed Won • Aug 24***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Emoney AdvisorChief Operating Officer / Chief Financial OfficerAug 15 - PresentFidelity InvestmentsVice President FinanceApr 01- Aug 15
Kyle J BeairdChief Operating Officer Chief Financial OfficerView Profile, kyle j beairdKwon JulianCFOView Profile, kwon (julian)Marina WolfsonChief Financial OfficerView Profile, marina wolfson