Account Type******* ***Account Owner**** ******Account Opps/Deals****** *****Closed Won • Feb 25**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
Jessica BProject DirectorView Profile, Jessica BEvyatar Ben ArtziCo Founder CEOView Profile, Evyatar Ben ArtziRichard DemeoFounder CEOView Profile, Richard Demeo