Account Type**** ****Account Owner*** ****Account Opps/Deals******** ******Closed Won • Feb 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
Paul MccombieSenior Manager Of Advisory ServicesView Profile, Paul MccombieLeaha TiltonSenior Event ManagerView Profile, Leaha TiltonAxel RodriguezSR Technical Service SpecialistView Profile, Axel Rodriguez