Account Type*** ****Account Owner***** *****Account Opps/Deals******** ****Closed Won • Jan 25***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
RiskspanChief Operating and Finance OfficerApr 22 - PresentArete Risk AdvisorsFounder and Managing PartnerOct 20 - PresentSofiHead of Sales and Operations, Home LoansJul 19- Oct 20
Matt GuggenheimChief Financial OfficerView Profile, Matt GuggenheimPhil DorionPartner CFOView Profile, Phil DorionRory HuangChief Financial OfficerView Profile, Rory Huang