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
11 ThestateGeneral ManagerJul 24 - PresentSummit Wealth SystemsDirector, Partnerships & Growth StrategyJan 22- Jun 24MorningstarAdvisory Board MemberJan 21- Jan 23
Vladi BorodovskyPartnerView Profile, vladi borodovskyMelissa KerlinDirector Of OperationsView Profile, melissa kerlinJinbo YinMerchandising Systems Reporting ManagerView Profile, jinbo yin