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
Balance WealthChief Operating OfficerOct 24 - PresentWealthsource Partners LlcChief Technology OfficerMar 21- Aug 24Model FaChief Operating OfficerJul 19- Aug 23
Paul KuijfCo FounderView Profile, paul kuijfRudy NetterCo Founder And PartnerView Profile, rudy netterFranklin KesslerSVP Program ManagementView Profile, franklin kessler