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
Fulcrum PacificPrincipal Broker and Managing PartnerJan 24 - PresentMarcus MillichapFirst Vice President InvestmentsJan 14- Jan 24
Jonna RenkenAudit SeniorView Profile, Jonna RenkenClaire PerrineAccounts Payable LeadView Profile, Claire PerrineMark PancratzFounding Partner And Private Wealth AdvisorView Profile, Mark Pancratz