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
Intergen Data IncFounder and CEOJan 18 - PresentMphasisPrincipal Consultant - Wealth and BrokerageAug 13- Dec 17Penson Financial ServicesVice President, CIO GroupJan 05- May 11
Maxim ZagrebinCo FounderView Profile, Maxim ZagrebinDavid MillstoneCo CEOView Profile, David MillstoneAllison WilsonRNView Profile, Allison Wilson