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
Imagine Capital GroupChief Executive OfficerJan 16 - PresentWellesley Hills Financial LlcExecutive Vice PresidentFeb 24 - PresentRegiment SecuritiesInvestor - Previously Investment Banker - Financial Technology, Real Estate & Venture Capital Jul 21 - Present
James CarbaryFounderView Profile, james carbaryReggie IveyChief Operating OfficerView Profile, reggie iveyMarshall HeilmanChief Executive OfficerView Profile, marshall heilman