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
Blue Ocean Companies LlcManaging PartnerAug 24 - PresentJ P MorganManaging Director, Head of Insurance US Wealth ManagementJul 23- Aug 24First Republic Private Wealth ManagementExecutive Vice President, Head of InsuranceJan 15- Jun 23
Scott DrakeChief Product Technology Officer FounderView Profile, Scott DrakeRafi HarelCo Founder And CEOView Profile, Rafi HarelDon CruikshankCo Founder Chief Operating OfficerView Profile, Don Cruikshank