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