Account Type****** ***Account Owner******** *****Account Opps/Deals***** *****Closed Won • Dec 24****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
LobDirector, FP&AMay 23 - PresentCb InsightsDirector, FP&AJan 20- May 23ZocdocManager, Business Planning & StrategyApr 19- Oct 19
Jenny LInvestorView Profile, jenny l.Brad CarlssonManaging Director Investment BankingView Profile, brad carlssonJack McgrealFin Tech Consultant Prime BrokerView Profile, jack mcgreal