Account Type**** *******Account Owner****** *****Account Opps/Deals****** ********Closed Won • Jul 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
WealthfeedPresident & Co-FounderJan 24 - PresentCatalyze AiCEO & Co-FounderSep 21 - PresentChicago Partners Wealth AdvisorsAdvisory Board Member & West Coast GMJun 18 - Present
Jeff BrodskyVice ChairmanView Profile, jeff brodskyDebbie JonesVice President Multifamily Operations ManagementView Profile, debbie jonesTim FrederickExecutive Vice President Head Of Mortgage OriginationsView Profile, tim frederick