Account Type**** ***Account Owner***** ********Account Opps/Deals******* ******Closed Won • Jan 25**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Gina MurphyPresident And Chief Transformation OfficerView Profile, Gina MurphyKathie ChaoManaging Director Wealth Offers Operations And StrategyView Profile, Kathie ChaoDaniel ShnaiderCo FounderView Profile, Daniel Shnaider