Account Type******** ******Account Owner******* ******Account Opps/Deals****** *****Closed Won • Dec 24****K $Closed
******* *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
AvendusVice PresidentJun 21 - PresentJm Financial LtdAssistant Vice PresidentAug 11- Jun 21Religare Private WealthManager - Private ClientsAug 09- Jul 11
Tony OakleySenior Director Of Implementation ServicesView Profile, tony oakleyNathan SchultzChief Technology OfficerView Profile, nathan schultzTodd WootenFounderView Profile, todd wooten