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
Private Family OfficeManager - Family OfficeSep 13 - PresentAlphacore Wealth AdvisoryControllerOct 23- Jun 24Life Credit CompanyChief Operating OfficerOct 12- Dec 22
Otis EvansFloor SupervisorView Profile, Otis EvansDavid BeneskiSenior AssociateView Profile, David BeneskiAmelia CollinsSenior AssociateView Profile, Amelia Collins