Account Type*** *******Account Owner******** ****Account Opps/Deals******* ***Closed Won • Oct 24****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Capstone PartnersManaging DirectorJul 12 - PresentSagepoint Advisors LlcSr. AssociateFeb 09- Jul 12Enterprise Partners Venture CapitalSr. AssociateJul 06- Jul 08
Arjun MehtaManaging DirectorView Profile, arjun mehtaEric MotsonVP Senior Business Manager US WealthView Profile, eric motsonCraig SpencerSr Manager Specialty And Business ApplicationsView Profile, craig spencer