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
MarinerWealth AdvisorJun 23 - PresentRoyal Wealth PartnersDirector Of Operations and Client ServiceJan 20- Jun 23Northwestern MutualFinancial AdvisorJul 17- Jan 20
Igor MagalhaesStaff AccountantView Profile, Igor MagalhaesMatt CollinsInvestment Banking AssociateView Profile, Matt CollinsCalvin RollandAssociateView Profile, Calvin Rolland