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
Loaded WealthProduct LeadNov 24 - PresentCapital PreferencesHead of Customer Success, Global InstitutionsApr 14- May 24
Shaun HengDirector Of Product StrategyView Profile, shaun hengRoi OronGroup Product ManagerView Profile, roi oronHelen SchormannProduct Development ManagerView Profile, helen schormann