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
Total Wealth GroupPartnerOct 23 - PresentPolaris Wealth Advisory GroupDirectorApr 17- Apr 22J P MorganPrivate Client AdvisorApr 14- Apr 17
Brian LavelleSenior Web Producer And TechnologistView Profile, Brian LavelleMarcel AlbersTechnisch Commercieel Adviseur BuitendienstView Profile, Marcel AlbersClaudia KDirector Of IT Business SolutionsView Profile, Claudia K