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
Wealth At WorkMarketing ManagerMay 13 - PresentAffinity Financial AwarenessSenior Marketing ExecutiveMay 16 - Present
Brooke HattieHead Of GrowthView Profile, brooke hattieShlomi GutmanOwnerView Profile, shlomi gutmanDaniel RoySpecialty Business Unit Lead Omnichannel Marketing And Customer ExperienceView Profile, daniel roy