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
Perpetual AssetsManaging Partner & Co FounderJan 13 - PresentUnited First FinancialSenior Branch ManagerApr 06- May 11
Ronald LiftonPresident Chief Operating Officer Board MemberView Profile, ronald liftonNick TomanChief Product And Transformation OfficerView Profile, nick tomanDavid M WeissmanChief Executive OfficerView Profile, david m. weissman