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
MarinerWealth AdvisorJun 23 - PresentRoyal Wealth PartnersDirector Of Operations and Client ServiceJan 20- Jun 23Northwestern MutualFinancial AdvisorJul 17- Jan 20
Federica GrassiHead Of AccountingView Profile, Federica GrassiHaley BeckInvestment ProfessionalView Profile, Haley BeckElie SalloumInvestment DirectorView Profile, Elie Salloum