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
WealthpilotCo-Founder & CEOApr 16 - PresentKpmgDeal Advisory | Strategy Group, ValuationFeb 14- Apr 16
Bethany RulophCEOView Profile, bethany rulophMoshe HukayloCEO FounderView Profile, moshe hukayloRyan AllisCEO FounderView Profile, ryan allis