Account Type******* *******Account Owner****** *******Account Opps/Deals**** *****Closed Won • Jan 25***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
MoreFounder & CEONov 23 - PresentPolaris Wealth Advisory GroupSenior DirectorSep 19- Mar 23Mirador Capital PartnersExecutive Vice President & Member of the Management CommitteeOct 17- Jul 19
Josh ElkinFounderView Profile, Josh ElkinRyan WardellCEO Co FounderView Profile, Ryan WardellRob ElseyFounderView Profile, Rob Elsey