Account Type******* ****Account Owner**** ********Account Opps/Deals***** ******Closed Won • Feb 25**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
MorningstarChief Financial OfficerJan 08 - PresentSmartx Advisory SolutionsBoard MemberJan 22 - PresentMarsh ClearsightSr. ManagerJan 02- Jan 07
Brian RoseDeputy Head Of Private EquityView Profile, Brian RoseJonathan ReisFounder Member Board Of Directors Acting CFO Head Corporate DevelopmentView Profile, Jonathan ReisJeff WangVP Of Finance Biz OpsView Profile, Jeff Wang