Account Type*** *******Account Owner***** *****Account Opps/Deals**** ********Closed Won • Nov 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
The F SuiteFounding MemberJun 23 - PresentPactum AiChief Financial OfficerFeb 23 - PresentChiefMemberOct 22- Oct 23
Valerio ZambranoChief Investment OfficerView Profile, valerio zambranoMichael CoopermanExecutive Director Engagement Adoption Investment SolutionsView Profile, michael coopermanKevin LottiSenior Vice President Wealth Management ConsultantView Profile, kevin lotti