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
VeracrossVice PresidentJan 23 - PresentHfl EducationNon Executive DirectorAug 23 - PresentBrighteye VenturesAdvisorSep 23 - Present
Tina UzzardiFounderView Profile, tina uzzardiGreg MeyersChief Experience OfficerView Profile, greg meyersTim BegleyExecutive Director Wealth Management Platforms Morgan StanleyView Profile, tim begley