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
Balance WealthChief Operating OfficerOct 24 - PresentWealthsource Partners LlcChief Technology OfficerMar 21- Aug 24Model FaChief Operating OfficerJul 19- Aug 23
Alexandre BruCo FondateurView Profile, Alexandre BruJeff SayerManaging PartnerView Profile, Jeff SayerGigi NExecutive DirectorView Profile, Gigi N