Account Type*** ***Account Owner******* ******Account Opps/Deals**** ****Closed Won • Aug 24****K $Closed
*** *****Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
CrestaChief Marketing OfficerApr 24 - PresentSendosoAdvisorAug 19 - PresentIntail AiAdvisorSep 24 - Present
Austin M WaltersExecutive Director And Head Wealth Business Marketing Client Segments And StrategyView Profile, austin m. waltersJulie TerlingVP Brand CommunicationsView Profile, julie terlingEduardo Lopez SorianoMarketing Vice President At Ups CapitalView Profile, eduardo lopez-soriano