Account Type**** ****Account Owner***** ****Account Opps/Deals***** ***Closed Won • Mar 25***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Wealth ComChief Executive OfficerJul 21 - PresentForbes Finance CouncilOfficial MemberMay 22 - PresentLexisnexis Risk SolutionsCTO at EmailageMar 20- May 21
Nalani RodriguezFounder Executive CoachView Profile, Nalani RodriguezDan PetrilloChief Executive OfficerView Profile, Dan PetrilloSteve TothCo Founder DirectorView Profile, Steve Toth