Account Type******* *****Account Owner*** ****Account Opps/Deals******* *****Closed Won • Mar 25****K $Closed
*** ****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Wealth EnhancementChief Partner Programs OfficerSep 24 - PresentMariner Platform SolutionsManaging DirectorFeb 21- Apr 24MarinerSenior Vice President, Referral Partner ProgramsMay 16- Apr 24