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
NilusAdvisorJun 24 - PresentWealthlane Financial IncProduct AdvisorMay 24 - PresentMimoto AiAdvisorFeb 24 - Present
Justin ShapiroAssociateView Profile, justin shapiroRafik KhanGujaratView Profile, rafik khanMia AgovaPersonal Goal PursuitView Profile, mia agova