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
Enso FinancialFounder and CEOMay 23 - PresentHuubAdvisorJun 23 - PresentYoutubeHost of "Invest with Prudence" & "小P科普财富规划”Aug 22 - Present
Tom DoxeyManaging PartnerView Profile, tom doxeyTony TiptonChief Operating Officer USView Profile, tony tiptonJulia RothenbergVice President DigitalView Profile, julia rothenberg