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
GildedVice President OperationsFeb 22- Dec 23Brokerage EngineVP of FinanceMar 20- Jul 21PointsecureFounder and PresidentNov 13- Dec 14
Michael HartmanChief Compliance Officer And Director Of OperationsView Profile, michael hartmanDavid RobertsonVice President Of Operations 2024 CFP National ChampionshipView Profile, david robertsonMarquita Sykes WardVice President Corporate Operations OfficerView Profile, marquita sykes-ward