Account Type**** *****Account Owner***** ****Account Opps/Deals*** ****Closed Won • Feb 25**K $Closed
*** ******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
StraightlineChief Growth OfficerOct 22 - PresentTiaaManaging Director and Head of Advisor Services/ Senior Director – Advisor Services Aug 97- Aug 22
Eric MillerChief Executive OfficerView Profile, Eric MillerGaurav SManaging Director FounderView Profile, Gaurav SRudi RudisteanuCo FounderView Profile, Rudi Rudisteanu