Account Type***** ****Account Owner***** *****Account Opps/Deals***** *******Closed Won • Oct 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Mercer AdvisorsSenior Compliance Manager - Marketing & OperationsJul 21 - PresentBmoSenior Compliance Officer - Central Wealth Compliance - MarketingApr 18- Jul 21Raymond JamesSenior Compliance Advisor - AdvertisingMay 15- Apr 18
Gonzalo Iii Sy QuiaDirector Commercial OperationsView Profile, gonzalo iii sy-quiaDaniel CliffelDirector Of OperationsView Profile, daniel cliffelAllegra MitchellSenior Implementation ManagerView Profile, allegra mitchell