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
Advisor 360Chief Executive OfficerAug 23 - PresentMasschallengeMember Board of DirectorsJun 20 - PresentMass Fintech HubCo-ChairJan 20 - Present
Toby CoppelCo Founder And PartnerView Profile, Toby CoppelTracy Dean ChisumSVP Engagement ServicesView Profile, Tracy Dean ChisumAlice FelsteadChief Executive OfficerView Profile, Alice Felstead