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
Wealth 8Interim Chief Operations OfficerApr 24 - PresentTechstarsMentorMar 23 - PresentAzura PartnersPartnerApr 21- May 22
Katy StepinskiManaging DirectorView Profile, katy stepinskiSean DavisHead Of Trust SafetyView Profile, sean davisKara BoyesKneader Of KnotsView Profile, kara boyes