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
OptibusChief Financial OfficerJan 24 - PresentRightboundAdvisory BoardFeb 22 - PresentFirmbaseAdvisory BoardJun 21 - Present
Benji WayntraubChief Financial OfficerView Profile, Benji WayntraubDerick OjeraSenior Vice President Risk ManagementView Profile, Derick OjeraChristopher ShepherdManaging Director Private Wealth Advisor Rockefeller Global Family OfficeView Profile, Christopher Shepherd