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
Money Management InstituteExecutive Vice President Chief Membership OfficerJan 22 - PresentPhoenix Investment PartnersVice President, Advisor DevelopmentJan 01- Jan 02TiaaVice President Investment ServicesJan 97- Jan 00
Joseph CarnariusFounderView Profile, Joseph CarnariusCecily RieserFounderView Profile, Cecily RieserDavid LevySemi RetiredView Profile, David Levy