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
Bloomfield Hills AdvisoryChief Investment OfficerJan 24 - PresentSageview Advisory GroupDirector of Wealth Management Investment ResearchOct 21- Jan 24
Bobby JenkinsChief Financial OfficerView Profile, Bobby JenkinsB MurphyExecutive Assistant To CEO COO And CFO At InfobloxView Profile, B MurphyYoni NutkisSenior Deputy Chief Financial OfficerView Profile, Yoni Nutkis