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
HolistiplanCo-FounderFeb 19 - PresentBriaud Financial AdvisorsFinancial Advisor / PrincipalSep 08- Jul 18Infosys ConsultingConsultantJan 04- Jan 06
Gabriele AngeleriCo Founder Chief Operating OfficerView Profile, Gabriele AngeleriAlan KaplanChief Executive OfficerView Profile, Alan KaplanThibaut Martin 🦊COO Co FounderView Profile, Thibaut Martin 🦊