Account Type****** *******Account Owner***** ********Account Opps/Deals*** ********Closed Won • Nov 24***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
WingsweptVice President of SalesJul 13 - PresentStepup MinistryBoard MemberJul 17 - PresentConseroStrategic PartnershipsJun 11- Oct 12
Karen BaumVice President Client EngagementView Profile, karen baumJeff LattanzioVice President SalesView Profile, jeff lattanzioMichael RothChief Revenue Officer Digital WealthView Profile, michael roth