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
AutofiHead of FP&AJan 23 - PresentKitty And VibeBoard MemberJan 23 - PresentPearl Street EquityCo-FounderJan 23 - Present
Richard GoldsteinChair Tax And Wealth Preservation Practice GroupView Profile, Richard GoldsteinKevin P MahoneyManaging Partner Global Financial ServicesView Profile, Kevin P MahoneyKasa RenataHead Of Accounting CBS Assistant DirectorView Profile, Kasa Renata