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
WelltheoryHead of FinanceFeb 22 - PresentHappy Users Growth StrategiesFounderAug 21 - PresentWethosStrategic Growth AdvisorJul 19- Jan 25
Matthew SchumacherDirector Of Tax PlanningView Profile, Matthew SchumacherBob AustrianClient Specialist Executive Director Private Wealth ManagementView Profile, Bob AustrianAndrew McateerDirector Investment BankingView Profile, Andrew Mcateer