Account Type****** ****Account Owner******** ******Account Opps/Deals****** ***Closed Won • Jul 24****K $Closed
***** ******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
HolistiplanCo-FounderFeb 19 - PresentBriaud Financial AdvisorsFinancial Advisor / PrincipalSep 08- Jul 18Infosys ConsultingConsultantJan 04- Jan 06
John CarvalhoPresidentView Profile, john carvalhoVitaliy SoultanSenior Vice President Of PlatformView Profile, vitaliy soultanVenkat VenkataramaniVPView Profile, venkat venkataramani