Account Type**** *******Account Owner**** ********Account Opps/Deals******** ***Closed Won • Oct 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
Graig PaglieriChief ExecutiveView Profile, graig paglieriMarc GrewenigCo FounderView Profile, marc grewenigMarc BrunggerChief Executive OfficerView Profile, marc brungger