Account Type*** ********Account Owner***** ********Account Opps/Deals***** ********Closed Won • Oct 24****K $Closed
*** ***Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Totus Wealth ManagementSenior Vice President - Investments | Financial Planner, Totus Wealth ManagementSep 23 - Present
Tracy RobinsonSenior Vice President Investment ManagementView Profile, tracy robinsonWendy JarchowChief Investment OfficerView Profile, wendy jarchowKaran ViziraniManaging Director SVP FinanceView Profile, karan vizirani