Account Type*** *****Account Owner****** ******Account Opps/Deals****** ********Closed Won • Dec 24**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
Michael A BersonCorporate ControllerView Profile, michael a bersonTanu Girdhar SunejaChief Financial Officer Chief Compliance OfficerView Profile, tanu girdhar sunejaJackson Hart BeardAssociateView Profile, jackson hart beard