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
OsanoChief Financial OfficerMar 24 - PresentQuotapathVice President, FinanceJun 21- Dec 23PraetorianVice President, FinanceFeb 19- Jun 21
Clay EvansVice President Private Wealth AdvisorView Profile, clay evansRon KolsonChief Financial OfficerView Profile, ron kolsonArik BernsteinVP Finance OperationsView Profile, arik bernstein