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
DrivewealthHead of Compliance and Regulatory TechnologyMar 22 - PresentBank Of AmericaDirectorNov 08- Mar 22
Lars GreinerWealth Advisor Executive DirectorView Profile, lars greinerGaurav HarodeFounderView Profile, gaurav harodeShelly RothChief Education Services Designated Learning OfficerView Profile, shelly roth