Account Type******* *******Account Owner**** ******Account Opps/Deals****** ****Closed Won • Jan 25***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Alex LiCEO FounderView Profile, Alex LiMatthew MckayHead Of Wealth Management EnablementView Profile, Matthew MckayJamie ShanksCEOView Profile, Jamie Shanks