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
WealthpilotCo-Founder & CEOApr 16 - PresentKpmgDeal Advisory | Strategy Group, ValuationFeb 14- Apr 16
Patricia WalkerThird Party ManagerView Profile, patricia walkerJames MitchellCEOView Profile, james mitchellTejaswi BalijepalliSenior Manager ImplementationsView Profile, tejaswi balijepalli