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
TechcxoPartner - Finance and OperationsNov 15 - PresentWistiaChief Financial OfficerJan 22 - PresentWorkbarChief Financial OfficerMar 18 - Present
Brad StiebenVice President Wealth Management AdvisorView Profile, brad stiebenBennett NeumanChief Investment OfficerView Profile, bennett neumanScott WaddingtonExecutive Vice President Capital MarketsView Profile, scott waddington