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
BoldinFounder & CEOJan 15 - PresentSec VenturesSEC Ventures - Consulting, Building, Investing Jan 03- Dec 14Charles SchwabDirector, Core Portfolio ServicesJun 02- Dec 02
Sandy WuSenior ConsultantView Profile, Sandy WuKen MaIT ManagerView Profile, Ken MaSumit MenghiSenior ConsultantView Profile, Sumit Menghi