Account Type******** *******Account Owner*** ****Account Opps/Deals**** ****Closed Won • Dec 24***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Civitas Capital GroupChief Financial OfficerJan 19 - PresentSofiFuture of Money Institute Member & AmbassadorJan 19 - PresentPwcSenior ConsultantFeb 11- Oct 16
Andrew WedgeVP FinanceView Profile, andrew wedgeJoe JosephChief Financial OfficerView Profile, joe josephAmi BrennerVice President Wealth TransferView Profile, ami brenner