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
Megan SmithChief Financial OfficerView Profile, megan smithTaly IssmanFinancial Planning Analysis FP A Group ManagerView Profile, taly issmanShaun XiaoQuantitaive Portfolio ManagerView Profile, shaun xiao